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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
Jun 24, 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 Hold and HSMSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.9B vs. HSMSX (279M). 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 : 34.64 vs. HSMSX (27.30). DFSVX return over 5 years is better than : 42.04 vs. HSMSX (12.14).
| 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 | 16.824 | 18.084 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 279M | 6,774% |
| Annual Yield % from dividends | 1.51 | 0.81 | 186% |
| Returns for 1 year | 34.64 | 27.30 | 127% |
| Returns for 3 years | 61.14 | 45.27 | 135% |
| Returns for 5 years | 42.04 | 12.14 | 346% |
| Returns for 10 years | 109.08 | 46.94 | 232% |
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