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DFSVX vs HSMSX
DFSVX vs HSMSX Comparison
Open Charts DFSVX vs HSMSX
DFA US Small Cap Value I
Price$46.48
Change-$0.15 (-0.32%)
VolumeN/A
Net Assets15.34B
Hartford Small Cap Value R4
Price$12.62
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets175.48M
DFSVX vs HSMSX Comparison Chart in %
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DFSVX vs. HSMSX commentary
Jul 01, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.3B vs. HSMSX (175M). DFSVX pays higher dividends than HSMSX: DFSVX (1.65) vs HSMSX (1.47). 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 : 5.37 vs. HSMSX (2.74). DFSVX return over 5 years is better than : 102.91 vs. HSMSX (71.79).
| 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 | -3.342 | -7.138 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 175M | 8,743% |
| Annual Yield % from dividends | 1.65 | 1.47 | 112% |
| Returns for 1 year | 5.37 | 2.74 | 196% |
| Returns for 3 years | 25.31 | 14.54 | 174% |
| Returns for 5 years | 102.91 | 71.79 | 143% |
| Returns for 10 years | 37.61 | -0.83 | -4,540% |
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