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
Aug 23, 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: 19.7B vs. HSMSX (306M). DFSVX pays higher dividends than HSMSX: DFSVX (1.50) vs HSMSX (0.75). DFSVX was incepted earlier than HSMSX: DFSVX (34 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 : 31.52 vs. HSMSX (22.40). DFSVX return over 5 years is better than : 54.66 vs. HSMSX (20.39).
| DFSVX | HSMSX | DFSVX / HSMSX | |
| Total Expense Ratio | 0.31 | 1.21 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.27 | 24% |
| Fund Existence | 34 years | 15 years | - |
| Gain YTD | 23.034 | 21.992 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 306M | 6,438% |
| Annual Yield % from dividends | 1.50 | 0.75 | 200% |
| Returns for 1 year | 31.52 | 22.40 | 141% |
| Returns for 3 years | 61.32 | 43.67 | 140% |
| Returns for 5 years | 54.66 | 20.39 | 268% |
| Returns for 10 years | 101.85 | 36.56 | 279% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LIFEX | 21.49 | 0.23 | +1.08% |
| Domini Sustainable Solutions Ins | |||
| GIXIX | 11.83 | 0.10 | +0.85% |
| Nationwide International Index R6 | |||
| FTHNX | 58.80 | 0.39 | +0.67% |
| FullerThaler Behavioral Sm-Cp Eq Inv | |||
| GXXIX | 14.78 | 0.03 | +0.20% |
| abrdn US Sustainable Leaders InstlSvc | |||
| IEDBX | 13.12 | N/A | N/A |
| Voya Large Cap Value R2 | |||