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DFSVX vs HSMTX
DFSVX vs HSMTX Comparison
Open Charts DFSVX vs HSMTX
DFA US Small Cap Value I
Price$41.33
Change+$0.47 (+1.15%)
VolumeN/A
Net Assets13.74B
Hartford Small Cap Value R5
Price$11.54
Change+$0.15 (+1.32%)
VolumeN/A
Net Assets156.83M
DFSVX vs HSMTX Comparison Chart
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DFSVX vs. HSMTX commentary
Apr 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.7B vs. HSMTX (157M). HSMTX pays higher dividends than DFSVX: HSMTX (1.76) vs DFSVX (1.65). DFSVX was incepted earlier than HSMTX: DFSVX (32 years) vs HSMTX (14 years). HSMTX (0.99) 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. HSMTX annual gain was more profitable for investors over the last year : -5.95 vs. DFSVX (-8.03). DFSVX return over 5 years is better than : 95.08 vs. HSMTX (75.01).
| DFSVX | HSMTX | DFSVX / HSMTX | |
| Total Expense Ratio | 0.31 | 0.90 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 0.99 | 31% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -15.444 | -15.817 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.7B | 157M | 8,726% |
| Annual Yield % from dividends | 1.65 | 1.76 | 94% |
| Returns for 1 year | -8.03 | -5.95 | 135% |
| Returns for 3 years | 0.80 | -5.81 | -14% |
| Returns for 5 years | 95.08 | 75.01 | 127% |
| Returns for 10 years | 19.34 | -10.63 | -182% |
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