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DFSVX vs HSMSX
DFSVX vs HSMSX Comparison
Open Charts DFSVX vs HSMSX
DFA US Small Cap Value I
Price$48.49
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets16.01B
Hartford Small Cap Value R4
Price$13.20
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets181.68M
DFSVX vs HSMSX Comparison Chart in %
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DFSVX vs. HSMSX commentary
Jul 29, 2025
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 Buy and HSMSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. HSMSX (182M). DFSVX pays higher dividends than HSMSX: DFSVX (1.67) vs HSMSX (1.43). DFSVX was incepted earlier than HSMSX: DFSVX (32 years) vs HSMSX (14 years). HSMSX (1.31) is less costly to investors than DFSVX (0.31). HSMSX is a more actively managed with annual turnover of: 46.00 vs. DFSVX (12.00). DFSVX (0) and HSMSX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -1.06 vs. HSMSX (-2.41). DFSVX return over 5 years is better than : 89.86 vs. HSMSX (62.85).
| DFSVX | HSMSX | DFSVX / HSMSX | |
| Total Expense Ratio | 0.31 | 1.21 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.31 | 24% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 0.901 | -2.723 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 182M | 8,791% |
| Annual Yield % from dividends | 1.67 | 1.43 | 116% |
| Returns for 1 year | -1.06 | -2.41 | 44% |
| Returns for 3 years | 21.70 | 11.63 | 187% |
| Returns for 5 years | 89.86 | 62.85 | 143% |
| Returns for 10 years | 49.11 | 4.50 | 1,091% |
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