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DFSVX vs HSMVX
DFSVX vs HSMVX Comparison
Open Charts DFSVX vs HSMVX
DFA US Small Cap Value I
Price$50.15
Change-$0.70 (-1.38%)
VolumeN/A
CapitalizationN/A
Hartford Small Cap Value R6
Price$14.28
Change-$0.23 (-1.59%)
VolumeN/A
CapitalizationN/A
DFSVX vs HSMVX Comparison Chart
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DFSVX vs. HSMVX commentary
Dec 19, 2024
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: 17.2B vs. HSMVX (137M). HSMVX pays higher dividends than DFSVX: HSMVX (1.59) vs DFSVX (1.44). DFSVX was incepted earlier than HSMVX: DFSVX (32 years) vs HSMVX (7 years). HSMVX is a more actively managed with annual turnover of: 52.00 vs. DFSVX (25.00). DFSVX (0) and HSMVX (0) have matching initial minimum investment requirements. HSMVX annual gain was more profitable for investors over the last year : 16.95 vs. DFSVX (15.68). DFSVX return over 5 years is better than : 52.30 vs. HSMVX (39.87).
| DFSVX | HSMVX | DFSVX / HSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 7 years | - |
| Gain YTD | 13.283 | 15.254 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 137M | 12,555% |
| Annual Yield % from dividends | 1.44 | 1.59 | 91% |
| Returns for 1 year | 15.68 | 16.95 | 92% |
| Returns for 3 years | 24.57 | 12.55 | 196% |
| Returns for 5 years | 52.30 | 39.87 | 131% |
| Returns for 10 years | 52.91 | N/A | - |
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