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DFSVX vs HSMTX
DFSVX vs HSMTX Comparison
Open Charts DFSVX vs HSMTX
DFA US Small Cap Value I
Price$45.14
Change+$0.65 (+1.46%)
VolumeN/A
Net Assets14.79B
Hartford Small Cap Value R5
Price$12.60
Change+$0.13 (+1.04%)
VolumeN/A
Net Assets176.16M
DFSVX vs HSMTX Comparison Chart
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DFSVX vs. HSMTX commentary
Apr 03, 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 StrongBuy and HSMTX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. HSMTX (176M). 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 : 1.16 vs. DFSVX (-0.14). DFSVX return over 5 years is better than : 148.44 vs. HSMTX (122.14).
| 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 | -6.586 | -7.834 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 176M | 8,409% |
| Annual Yield % from dividends | 1.65 | 1.76 | 94% |
| Returns for 1 year | -0.14 | 1.16 | -12% |
| Returns for 3 years | 7.35 | -0.78 | -939% |
| Returns for 5 years | 148.44 | 122.14 | 122% |
| Returns for 10 years | 32.10 | -1.38 | -2,321% |