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DFSVX vs HSMVX
DFSVX vs HSMVX Comparison
Open Charts DFSVX vs HSMVX
DFA US Small Cap Value I
Price$41.68
Change+$3.36 (+8.77%)
VolumeN/A
Net Assets12.71B
Hartford Small Cap Value R6
Price$11.56
Change+$0.81 (+7.53%)
VolumeN/A
Net Assets152.45M
DFSVX vs HSMVX Comparison Chart
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DFSVX vs. HSMVX commentary
Apr 11, 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 HSMVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 12.7B vs. HSMVX (152M). HSMVX pays higher dividends than DFSVX: HSMVX (1.86) vs DFSVX (1.65). DFSVX was incepted earlier than HSMVX: DFSVX (32 years) vs HSMVX (7 years). HSMVX (0.88) is less costly to investors than DFSVX (0.31). HSMVX is a more actively managed with annual turnover of: 46.00 vs. DFSVX (12.00). DFSVX (0) and HSMVX (0) have matching initial minimum investment requirements. HSMVX annual gain was more profitable for investors over the last year : -13.12 vs. DFSVX (-15.85). DFSVX return over 5 years is better than : 73.80 vs. HSMVX (56.52).
| DFSVX | HSMVX | DFSVX / HSMVX | |
| Total Expense Ratio | 0.31 | 0.80 | 39% |
| Annual Report Gross Expense Ratio | 0.31 | 0.88 | 35% |
| Fund Existence | 32 years | 7 years | - |
| Gain YTD | -20.700 | -20.488 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 152M | 8,355% |
| Annual Yield % from dividends | 1.65 | 1.86 | 89% |
| Returns for 1 year | -15.85 | -13.12 | 121% |
| Returns for 3 years | -5.38 | -10.28 | 52% |
| Returns for 5 years | 73.80 | 56.52 | 131% |
| Returns for 10 years | 11.58 | N/A | - |
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