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DFSVX vs HSMSX
DFSVX vs HSMSX Comparison
Open Charts DFSVX vs HSMSX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Hartford Small Cap Value R4
Price$13.22
Change-$0.25 (-1.86%)
VolumeN/A
Net Assets131.3M
DFSVX vs HSMSX Comparison Chart
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DFSVX vs. HSMSX commentary
Feb 23, 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: 15.9B vs. HSMSX (131M). 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 : 10.01 vs. DFSVX (9.32). DFSVX return over 5 years is better than : 52.23 vs. HSMSX (36.03).
| 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 | -1.546 | -2.723 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 131M | 12,137% |
| Annual Yield % from dividends | 1.44 | 1.21 | 119% |
| Returns for 1 year | 9.32 | 10.01 | 93% |
| Returns for 3 years | 17.14 | 5.63 | 304% |
| Returns for 5 years | 52.23 | 36.03 | 145% |
| Returns for 10 years | 41.91 | 3.51 | 1,196% |
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