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DFSVX vs HSMTX
DFSVX vs HSMTX Comparison
Open Charts DFSVX vs HSMTX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Hartford Small Cap Value R5
Price$13.16
Change-$0.26 (-1.94%)
VolumeN/A
Net Assets131.3M
DFSVX vs HSMTX Comparison Chart
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DFSVX vs. HSMTX commentary
Feb 23, 2025
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 HSMTX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. HSMTX (131M). HSMTX (1.49) and DFSVX (1.44) have matching dividends . DFSVX was incepted earlier than HSMTX: DFSVX (32 years) vs HSMTX (13 years). HSMTX is a more actively managed with annual turnover of: 52.00 vs. DFSVX (25.00). DFSVX (0) and HSMTX (0) have matching initial minimum investment requirements. HSMTX annual gain was more profitable for investors over the last year : 10.28 vs. DFSVX (9.32). DFSVX return over 5 years is better than : 52.23 vs. HSMTX (37.52).
| DFSVX | HSMTX | DFSVX / HSMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | -1.546 | -2.735 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 131M | 12,137% |
| Annual Yield % from dividends | 1.44 | 1.49 | 96% |
| Returns for 1 year | 9.32 | 10.28 | 91% |
| Returns for 3 years | 17.14 | 6.48 | 265% |
| Returns for 5 years | 52.23 | 37.52 | 139% |
| Returns for 10 years | 41.91 | 5.52 | 759% |
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