Interact to see
Advertisement
Advertisement
DFSVX vs HSMVX
DFSVX vs HSMVX Comparison
Open Charts DFSVX vs HSMVX
DFA US Small Cap Value I
Price$46.48
Change-$0.15 (-0.32%)
VolumeN/A
Net Assets15.39B
Hartford Small Cap Value R6
Price$12.53
Change+$0.23 (+1.87%)
VolumeN/A
Net Assets171.82M
DFSVX vs HSMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. HSMVX commentary
Jun 28, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.4B vs. HSMVX (172M). HSMVX pays higher dividends than DFSVX: HSMVX (1.89) vs DFSVX (1.65). DFSVX was incepted earlier than HSMVX: DFSVX (32 years) vs HSMVX (7 years). HSMVX (0.89) 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. DFSVX annual gain was more profitable for investors over the last year : 3.57 vs. HSMVX (1.01). DFSVX return over 5 years is better than : 99.23 vs. HSMVX (70.70).
| DFSVX | HSMVX | DFSVX / HSMVX | |
| Total Expense Ratio | 0.31 | 0.81 | 38% |
| Annual Report Gross Expense Ratio | 0.31 | 0.89 | 35% |
| Fund Existence | 32 years | 7 years | - |
| Gain YTD | -5.096 | -9.024 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4B | 172M | 8,953% |
| Annual Yield % from dividends | 1.65 | 1.89 | 87% |
| Returns for 1 year | 3.57 | 1.01 | 354% |
| Returns for 3 years | 21.77 | 11.48 | 190% |
| Returns for 5 years | 99.23 | 70.70 | 140% |
| Returns for 10 years | 35.33 | N/A | - |