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DFSVX vs HFMDX
DFSVX vs HFMDX Comparison
Open Charts DFSVX vs HFMDX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
Hennessy Cornerstone Mid Cap 30 I
Price$24.42
Change+$1.83 (+8.10%)
VolumeN/A
Net Assets1.26B
DFSVX vs HFMDX Comparison Chart in %
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DFSVX vs. HFMDX 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 DFSVX is a Buy and HFMDX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. HFMDX (1.26B). DFSVX pays higher dividends than HFMDX: DFSVX (1.58) vs HFMDX (0.01). DFSVX was incepted earlier than HFMDX: DFSVX (33 years) vs HFMDX (22 years). HFMDX (1.33) is less costly to investors than DFSVX (0.31). DFSVX has a lower initial minimum investment than HFMDX: DFSVX (0) vs HFMDX (2500). DFSVX annual gain was more profitable for investors over the last year : 17.52 vs. HFMDX (5.22). DFSVX return over 5 years is better than : 55.54 vs. HFMDX (40.87).
| DFSVX | HFMDX | DFSVX / HFMDX | |
| Total Expense Ratio | 0.31 | 1.33 | 23% |
| Annual Report Gross Expense Ratio | 0.31 | 1.33 | 23% |
| Fund Existence | 33 years | 22 years | - |
| Gain YTD | 9.431 | 6.036 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 1.26B | 1,417% |
| Annual Yield % from dividends | 1.58 | 0.01 | 20,298% |
| Returns for 1 year | 17.52 | 5.22 | 336% |
| Returns for 3 years | 35.91 | 34.29 | 105% |
| Returns for 5 years | 55.54 | 40.87 | 136% |
| Returns for 10 years | 121.92 | 47.20 | 258% |
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