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DFSVX vs HSMSX
DFSVX vs HSMSX Comparison
Open Charts DFSVX vs HSMSX
DFSVX vs HSMSX Comparison Chart in %
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DFSVX vs. HSMSX commentary
Aug 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 StrongBuy and HSMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.5B vs. HSMSX (305M). DFSVX pays higher dividends than HSMSX: DFSVX (1.50) vs HSMSX (0.75). 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 : 34.39 vs. HSMSX (26.74). DFSVX return over 5 years is better than : 50.66 vs. HSMSX (19.95).
| 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 | 21.336 | 22.759 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.5B | 305M | 6,393% |
| Annual Yield % from dividends | 1.50 | 0.75 | 200% |
| Returns for 1 year | 34.39 | 26.74 | 129% |
| Returns for 3 years | 50.37 | 36.37 | 138% |
| Returns for 5 years | 50.66 | 19.95 | 254% |
| Returns for 10 years | 107.71 | 42.29 | 255% |
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