Ad is loading...
DFSVX vs HSMSX
DFSVX vs HSMSX Comparison
Open Charts DFSVX vs HSMSX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Hartford Small Cap Value R4
Price$13.70
Change-$0.60 (-4.20%)
VolumeN/A
CapitalizationN/A
DFSVX vs HSMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. HSMSX commentary
Dec 19, 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 Hold and HSMSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. HSMSX (135M). 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 : 16.48 vs. DFSVX (9.08). DFSVX return over 5 years is better than : 46.31 vs. HSMSX (37.81).
| 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 | 8.833 | 14.767 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 135M | 12,519% |
| Annual Yield % from dividends | 1.44 | 1.21 | 119% |
| Returns for 1 year | 9.08 | 16.48 | 55% |
| Returns for 3 years | 19.68 | 11.16 | 176% |
| Returns for 5 years | 46.31 | 37.81 | 122% |
| Returns for 10 years | 46.90 | 15.32 | 306% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DFRA | 31.38 | N/A | N/A |
| Donoghue Forlines Yld Enhd Rl Ast ETF | |||
| IGBH | 24.34 | -0.10 | -0.41% |
| iShares Interest Rate Hdg L/T Corp BdETF | |||
| RODM | 28.77 | -0.69 | -2.34% |
| Hartford Multifactor Dev Mkts (exUS) ETF | |||
| MDY | 569.27 | -22.97 | -3.88% |
| SPDR® S&P MIDCAP 400 ETF Trust | |||
| SVXY | 47.69 | -4.52 | -8.66% |
| ProShares Short VIX Short-Term Futures | |||