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DFSVX vs HTSCX
DFSVX vs HTSCX Comparison
Open Charts DFSVX vs HTSCX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
Hartford Small Cap Value C
Price$9.28
Change+$0.21 (+2.32%)
VolumeN/A
Net Assets160.36M
DFSVX vs HTSCX Comparison Chart
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DFSVX vs. HTSCX commentary
May 09, 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 HTSCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. HTSCX (160M). DFSVX pays higher dividends than HTSCX: DFSVX (1.75) vs HTSCX (0.79). DFSVX was incepted earlier than HTSCX: DFSVX (32 years) vs HTSCX (20 years). HTSCX (2.14) is less costly to investors than DFSVX (0.31). HTSCX is a more actively managed with annual turnover of: 46.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HTSCX: DFSVX (0) vs HTSCX (2000). DFSVX annual gain was more profitable for investors over the last year : -3.50 vs. HTSCX (-7.83). DFSVX return over 5 years is better than : 92.33 vs. HTSCX (50.71).
| DFSVX | HTSCX | DFSVX / HTSCX | |
| Total Expense Ratio | 0.31 | 2.06 | 15% |
| Annual Report Gross Expense Ratio | 0.31 | 2.14 | 14% |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | -9.256 | -14.110 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 160M | 8,875% |
| Annual Yield % from dividends | 1.75 | 0.79 | 220% |
| Returns for 1 year | -3.50 | -7.83 | 45% |
| Returns for 3 years | 13.02 | -5.03 | -259% |
| Returns for 5 years | 92.33 | 50.71 | 182% |
| Returns for 10 years | 28.50 | -24.45 | -117% |
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