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DFSVX vs HSMSX
DFSVX vs HSMSX Comparison
Open Charts DFSVX vs HSMSX
DFA US Small Cap Value I
Price$44.84
Change-$0.30 (-0.66%)
VolumeN/A
Net Assets14.92B
Hartford Small Cap Value R4
Price$12.26
Change-$0.06 (-0.49%)
VolumeN/A
Net Assets170.1M
DFSVX vs HSMSX Comparison Chart
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DFSVX vs. HSMSX commentary
Jun 06, 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 Hold and HSMSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. HSMSX (170M). 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 : 0.09 vs. HSMSX (-2.06). DFSVX return over 5 years is better than : 66.65 vs. HSMSX (42.72).
| 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 | -7.207 | -9.345 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 170M | 8,765% |
| Annual Yield % from dividends | 1.65 | 1.47 | 112% |
| Returns for 1 year | 0.09 | -2.06 | -4% |
| Returns for 3 years | 8.48 | 2.29 | 371% |
| Returns for 5 years | 66.65 | 42.72 | 156% |
| Returns for 10 years | 30.24 | -4.38 | -690% |
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