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DFSVX vs HSMTX
DFSVX vs HSMTX Comparison
Open Charts DFSVX vs HSMTX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
Hartford Small Cap Value R5
Price$13.79
Change+$0.23 (+1.70%)
VolumeN/A
Net Assets186.89M
DFSVX vs HSMTX Comparison Chart in %
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DFSVX vs. HSMTX commentary
Sep 07, 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 Buy and HSMTX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. HSMTX (187M). HSMTX pays higher dividends than DFSVX: HSMTX (1.61) vs DFSVX (1.52). DFSVX was incepted earlier than HSMTX: DFSVX (33 years) vs HSMTX (14 years). HSMTX (1.01) is less costly to investors than DFSVX (0.31). HSMTX is a more actively managed with annual turnover of: 46.00 vs. DFSVX (12.00). DFSVX (0) and HSMTX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 11.40 vs. HSMTX (4.84). DFSVX return over 5 years is better than : 94.21 vs. HSMTX (67.33).
| DFSVX | HSMTX | DFSVX / HSMTX | |
| Total Expense Ratio | 0.31 | 0.91 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 1.01 | 31% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 6.765 | 1.922 | 352% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 187M | 8,984% |
| Annual Yield % from dividends | 1.52 | 1.61 | 95% |
| Returns for 1 year | 11.40 | 4.84 | 235% |
| Returns for 3 years | 35.36 | 27.48 | 129% |
| Returns for 5 years | 94.21 | 67.33 | 140% |
| Returns for 10 years | 64.86 | 18.46 | 351% |
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