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DFSVX vs HSMTX
DFSVX vs HSMTX Comparison
Open Charts DFSVX vs HSMTX
DFSVX vs HSMTX Comparison Chart in %
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DFSVX vs. HSMTX commentary
Jun 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 HSMTX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.9B vs. HSMTX (279M). DFSVX pays higher dividends than HSMTX: DFSVX (1.51) vs HSMTX (1.07). DFSVX was incepted earlier than HSMTX: DFSVX (33 years) vs HSMTX (15 years). HSMTX (0.95) is less costly to investors than DFSVX (0.31). HSMTX is a more actively managed with annual turnover of: 60.00 vs. DFSVX (7.00). DFSVX (0) and HSMTX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 34.64 vs. HSMTX (27.68). DFSVX return over 5 years is better than : 42.04 vs. HSMTX (13.80).
| DFSVX | HSMTX | DFSVX / HSMTX | |
| Total Expense Ratio | 0.31 | 0.91 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 0.95 | 33% |
| Fund Existence | 33 years | 15 years | - |
| Gain YTD | 16.824 | 18.245 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 279M | 6,774% |
| Annual Yield % from dividends | 1.51 | 1.07 | 142% |
| Returns for 1 year | 34.64 | 27.68 | 125% |
| Returns for 3 years | 61.14 | 46.46 | 132% |
| Returns for 5 years | 42.04 | 13.80 | 305% |
| Returns for 10 years | 109.08 | 50.61 | 216% |
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