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DFSTX vs HSVRX
DFSTX vs HSVRX Comparison
Open Charts DFSTX vs HSVRX
Harbor Small Cap Value Admin
Price$48.38
Change+$5.89 (+13.86%)
VolumeN/A
Net Assets2.29B
DFSTX vs HSVRX Comparison Chart in %
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DFSTX vs. HSVRX commentary
Feb 04, 2026
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 DFSTX is a Hold and HSVRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. HSVRX (2.29B). DFSTX pays higher dividends than HSVRX: DFSTX (1.02) vs HSVRX (0.12). DFSTX was incepted earlier than HSVRX: DFSTX (34 years) vs HSVRX (23 years). HSVRX (1.13) is less costly to investors than DFSTX (0.28). HSVRX is a more actively managed with annual turnover of: 8.00 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than HSVRX: DFSTX (0) vs HSVRX (50000). HSVRX (13.57) and DFSTX (13.21) have marching annual gain over last year. DFSTX return over 5 years is better than : 38.07 vs. HSVRX (16.93).
| DFSTX | HSVRX | DFSTX / HSVRX | |
| Total Expense Ratio | 0.27 | 1.13 | 24% |
| Annual Report Gross Expense Ratio | 0.28 | 1.13 | 25% |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | 6.752 | 13.621 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 2.29B | 791% |
| Annual Yield % from dividends | 1.02 | 0.12 | 831% |
| Returns for 1 year | 13.21 | 13.57 | 97% |
| Returns for 3 years | 33.64 | 20.82 | 162% |
| Returns for 5 years | 38.07 | 16.93 | 225% |
| Returns for 10 years | 131.31 | 118.95 | 110% |
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