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DFFVX vs HSMAX
DFFVX vs HSMAX Comparison
Open Charts DFFVX vs HSMAX
DFA US Targeted Value I
Price$32.46
Change-$0.54 (-1.64%)
VolumeN/A
Net Assets12.56B
Hartford Small Cap Value A
Price$11.35
Change-$0.28 (-2.41%)
VolumeN/A
Net Assets168.95M
DFFVX vs HSMAX Comparison Chart
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DFFVX vs. HSMAX commentary
Jun 16, 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 DFFVX is a Hold and HSMAX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.6B vs. HSMAX (169M). DFFVX pays higher dividends than HSMAX: DFFVX (1.62) vs HSMAX (1.47). DFFVX was incepted earlier than HSMAX: DFFVX (25 years) vs HSMAX (20 years). HSMAX (1.33) is less costly to investors than DFFVX (0.30). HSMAX is a more actively managed with annual turnover of: 46.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than HSMAX: DFFVX (0) vs HSMAX (2000). DFFVX annual gain was more profitable for investors over the last year : 3.74 vs. HSMAX (-1.26). DFFVX return over 5 years is better than : 98.41 vs. HSMAX (56.00).
| DFFVX | HSMAX | DFFVX / HSMAX | |
| Total Expense Ratio | 0.29 | 1.31 | 22% |
| Annual Report Gross Expense Ratio | 0.30 | 1.33 | 23% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | -5.144 | -10.489 | 49% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 169M | 7,456% |
| Annual Yield % from dividends | 1.62 | 1.47 | 110% |
| Returns for 1 year | 3.74 | -1.26 | -298% |
| Returns for 3 years | 23.80 | 10.09 | 236% |
| Returns for 5 years | 98.41 | 56.00 | 176% |
| Returns for 10 years | 47.01 | -9.52 | -494% |
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