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DFSVX vs HSMRX
DFSVX vs HSMRX Comparison
Open Charts DFSVX vs HSMRX
DFSVX vs HSMRX Comparison Chart in %
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DFSVX vs. HSMRX commentary
Aug 23, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFSVX is a Hold and HSMRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.7B vs. HSMRX (306M). DFSVX pays higher dividends than HSMRX: DFSVX (1.50) vs HSMRX (0.53). DFSVX was incepted earlier than HSMRX: DFSVX (34 years) vs HSMRX (15 years). HSMRX (1.57) is less costly to investors than DFSVX (0.31). HSMRX is a more actively managed with annual turnover of: 60.00 vs. DFSVX (7.00). DFSVX (0) and HSMRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 31.52 vs. HSMRX (21.93). DFSVX return over 5 years is better than : 54.66 vs. HSMRX (18.16).
| DFSVX | HSMRX | DFSVX / HSMRX | |
| Total Expense Ratio | 0.31 | 1.51 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.57 | 20% |
| Fund Existence | 34 years | 15 years | - |
| Gain YTD | 23.034 | 21.685 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 306M | 6,438% |
| Annual Yield % from dividends | 1.50 | 0.53 | 283% |
| Returns for 1 year | 31.52 | 21.93 | 144% |
| Returns for 3 years | 61.32 | 42.12 | 146% |
| Returns for 5 years | 54.66 | 18.16 | 301% |
| Returns for 10 years | 101.85 | 32.23 | 316% |
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