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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
Sep 12, 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 Buy and HSMTX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.7B vs. HSMTX (293M). DFSVX pays higher dividends than HSMTX: DFSVX (1.50) vs HSMTX (1.01). DFSVX was incepted earlier than HSMTX: DFSVX (34 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 : 22.95 vs. HSMTX (10.87). DFSVX return over 5 years is better than : 51.99 vs. HSMTX (18.57).
| DFSVX | HSMTX | DFSVX / HSMTX | |
| Total Expense Ratio | 0.31 | 0.91 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 0.95 | 33% |
| Fund Existence | 34 years | 15 years | - |
| Gain YTD | 21.629 | 17.090 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 293M | 6,724% |
| Annual Yield % from dividends | 1.50 | 1.01 | 148% |
| Returns for 1 year | 22.95 | 10.87 | 211% |
| Returns for 3 years | 59.55 | 40.30 | 148% |
| Returns for 5 years | 51.99 | 18.57 | 280% |
| Returns for 10 years | 105.66 | 38.94 | 271% |
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