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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
Aug 03, 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 StrongBuy and HSMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.5B vs. HSMTX (305M). DFSVX pays higher dividends than HSMTX: DFSVX (1.50) vs HSMTX (0.99). 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 : 34.39 vs. HSMTX (27.12). DFSVX return over 5 years is better than : 50.66 vs. HSMTX (21.67).
| 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 | 21.336 | 22.941 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.5B | 305M | 6,393% |
| Annual Yield % from dividends | 1.50 | 0.99 | 152% |
| Returns for 1 year | 34.39 | 27.12 | 127% |
| Returns for 3 years | 50.37 | 37.48 | 134% |
| Returns for 5 years | 50.66 | 21.67 | 234% |
| Returns for 10 years | 107.71 | 45.88 | 235% |
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