Interact to see
Advertisement
Advertisement
DFSVX vs HSMSX
DFSVX vs HSMSX Comparison
Open Charts DFSVX vs HSMSX
DFSVX vs HSMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. HSMSX commentary
Jun 03, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.7B vs. HSMSX (267M). DFSVX pays higher dividends than HSMSX: DFSVX (1.51) vs HSMSX (0.81). DFSVX was incepted earlier than HSMSX: DFSVX (33 years) vs HSMSX (15 years). HSMSX (1.27) is less costly to investors than DFSVX (0.31). HSMSX is a more actively managed with annual turnover of: 60.00 vs. DFSVX (7.00). DFSVX (0) and HSMSX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 37.29 vs. HSMSX (22.59). DFSVX return over 5 years is better than : 36.39 vs. HSMSX (5.38).
| DFSVX | HSMSX | DFSVX / HSMSX | |
| Total Expense Ratio | 0.31 | 1.21 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.27 | 24% |
| Fund Existence | 33 years | 15 years | - |
| Gain YTD | 16.319 | 12.874 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7B | 267M | 7,004% |
| Annual Yield % from dividends | 1.51 | 0.81 | 186% |
| Returns for 1 year | 37.29 | 22.59 | 165% |
| Returns for 3 years | 61.26 | 37.73 | 162% |
| Returns for 5 years | 36.39 | 5.38 | 677% |
| Returns for 10 years | 101.56 | 35.76 | 284% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers