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DFSVX vs HSMSX
DFSVX vs HSMSX Comparison
Open Charts DFSVX vs HSMSX
DFA US Small Cap Value I
Price$40.59
Change+$0.48 (+1.20%)
VolumeN/A
Net Assets13.34B
Hartford Small Cap Value R4
Price$11.34
Change+$0.12 (+1.07%)
VolumeN/A
Net Assets153.79M
DFSVX vs HSMSX Comparison Chart
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DFSVX vs. HSMSX commentary
Apr 18, 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: 13.3B vs. HSMSX (154M). DFSVX pays higher dividends than HSMSX: DFSVX (1.65) vs HSMSX (1.45). DFSVX was incepted earlier than HSMSX: DFSVX (32 years) vs HSMSX (14 years). HSMSX (1.29) 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. HSMSX annual gain was more profitable for investors over the last year : -3.87 vs. DFSVX (-5.30). DFSVX return over 5 years is better than : 92.30 vs. HSMSX (69.19).
| DFSVX | HSMSX | DFSVX / HSMSX | |
| Total Expense Ratio | 0.31 | 1.20 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.29 | 24% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -16.002 | -17.439 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 154M | 8,636% |
| Annual Yield % from dividends | 1.65 | 1.45 | 114% |
| Returns for 1 year | -5.30 | -3.87 | 137% |
| Returns for 3 years | -1.94 | -9.30 | 21% |
| Returns for 5 years | 92.30 | 69.19 | 133% |
| Returns for 10 years | 18.26 | -13.49 | -135% |
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