Ad is loading...
DFSVX vs HSMSX
DFSVX vs HSMSX Comparison
Open Charts DFSVX vs HSMSX
DFA US Small Cap Value I
Price$43.90
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets14.56B
Hartford Small Cap Value R4
Price$12.01
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets165.52M
DFSVX vs HSMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. HSMSX commentary
May 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. HSMSX (166M). DFSVX pays higher dividends than HSMSX: DFSVX (1.75) vs HSMSX (1.54). 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 (-4.47) and HSMSX (-4.67) have marching annual gain over last year. DFSVX return over 5 years is better than : 92.55 vs. HSMSX (67.39).
| 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 | -9.153 | -11.626 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 166M | 8,795% |
| Annual Yield % from dividends | 1.75 | 1.54 | 114% |
| Returns for 1 year | -4.47 | -4.67 | 96% |
| Returns for 3 years | 13.88 | 4.54 | 305% |
| Returns for 5 years | 92.55 | 67.39 | 137% |
| Returns for 10 years | 29.01 | -5.55 | -522% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers