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DFSVX vs HTSCX
DFSVX vs HTSCX Comparison
Open Charts DFSVX vs HTSCX
DFA US Small Cap Value I
Price$41.68
Change+$3.36 (+8.77%)
VolumeN/A
Net Assets12.71B
Hartford Small Cap Value C
Price$9.00
Change+$0.63 (+7.53%)
VolumeN/A
Net Assets152.45M
DFSVX vs HTSCX Comparison Chart
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DFSVX vs. HTSCX 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 HTSCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 12.7B vs. HTSCX (152M). DFSVX pays higher dividends than HTSCX: DFSVX (1.65) vs HTSCX (0.75). DFSVX was incepted earlier than HTSCX: DFSVX (32 years) vs HTSCX (20 years). HTSCX (2.12) 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). HTSCX annual gain was more profitable for investors over the last year : -14.77 vs. DFSVX (-15.85). DFSVX return over 5 years is better than : 73.80 vs. HTSCX (42.56).
| DFSVX | HTSCX | DFSVX / HTSCX | |
| Total Expense Ratio | 0.31 | 2.05 | 15% |
| Annual Report Gross Expense Ratio | 0.31 | 2.12 | 15% |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | -20.700 | -20.739 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 152M | 8,355% |
| Annual Yield % from dividends | 1.65 | 0.75 | 221% |
| Returns for 1 year | -15.85 | -14.77 | 107% |
| Returns for 3 years | -5.38 | -16.14 | 33% |
| Returns for 5 years | 73.80 | 42.56 | 173% |
| Returns for 10 years | 11.58 | -31.78 | -36% |