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DFSVX vs HSMSX
DFSVX vs HSMSX Comparison
Open Charts DFSVX vs HSMSX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Hartford Small Cap Value R4
Price$14.46
Change-$0.06 (-0.41%)
VolumeN/A
CapitalizationN/A
DFSVX vs HSMSX Comparison Chart
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DFSVX vs. HSMSX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. HSMSX (133M). DFSVX pays higher dividends than HSMSX: DFSVX (1.44) vs HSMSX (1.21). DFSVX was incepted earlier than HSMSX: DFSVX (32 years) vs HSMSX (13 years). HSMSX is a more actively managed with annual turnover of: 52.00 vs. DFSVX (25.00). DFSVX (0) and HSMSX (0) have matching initial minimum investment requirements. HSMSX annual gain was more profitable for investors over the last year : 29.11 vs. DFSVX (26.86). DFSVX return over 5 years is better than : 56.90 vs. HSMSX (35.11).
| DFSVX | HSMSX | DFSVX / HSMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | 14.541 | 16.051 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 133M | 13,083% |
| Annual Yield % from dividends | 1.44 | 1.21 | 119% |
| Returns for 1 year | 26.86 | 29.11 | 92% |
| Returns for 3 years | 7.13 | -0.31 | -2,268% |
| Returns for 5 years | 56.90 | 35.11 | 162% |
| Returns for 10 years | 48.27 | 7.01 | 689% |
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