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DFSVX vs HSMYX
DFSVX vs HSMYX Comparison
Open Charts DFSVX vs HSMYX
DFA US Small Cap Value I
Price$41.68
Change+$3.36 (+8.77%)
VolumeN/A
Net Assets12.71B
Hartford Small Cap Value Y
Price$11.54
Change+$0.81 (+7.55%)
VolumeN/A
Net Assets152.45M
DFSVX vs HSMYX Comparison Chart
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DFSVX vs. HSMYX commentary
Apr 10, 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 HSMYX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 12.7B vs. HSMYX (152M). HSMYX pays higher dividends than DFSVX: HSMYX (1.81) vs DFSVX (1.65). DFSVX was incepted earlier than HSMYX: DFSVX (32 years) vs HSMYX (20 years). HSMYX (0.98) is less costly to investors than DFSVX (0.31). HSMYX is a more actively managed with annual turnover of: 46.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HSMYX: DFSVX (0) vs HSMYX (250000). HSMYX annual gain was more profitable for investors over the last year : -13.18 vs. DFSVX (-15.85). DFSVX return over 5 years is better than : 73.80 vs. HSMYX (56.16).
| DFSVX | HSMYX | DFSVX / HSMYX | |
| Total Expense Ratio | 0.31 | 0.85 | 36% |
| Annual Report Gross Expense Ratio | 0.31 | 0.98 | 32% |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | -20.700 | -20.460 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 152M | 8,355% |
| Annual Yield % from dividends | 1.65 | 1.81 | 91% |
| Returns for 1 year | -15.85 | -13.18 | 120% |
| Returns for 3 years | -5.38 | -10.43 | 52% |
| Returns for 5 years | 73.80 | 56.16 | 131% |
| Returns for 10 years | 11.58 | -15.14 | -76% |