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DFSVX vs HFMDX
DFSVX vs HFMDX Comparison
Open Charts DFSVX vs HFMDX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
Hennessy Cornerstone Mid Cap 30 I
Price$22.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.32B
DFSVX vs HFMDX Comparison Chart in %
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DFSVX vs. HFMDX commentary
Aug 18, 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 StrongBuy and HFMDX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. HFMDX (1.32B). DFSVX pays higher dividends than HFMDX: DFSVX (1.64) vs HFMDX (0.17). DFSVX was incepted earlier than HFMDX: DFSVX (32 years) vs HFMDX (22 years). HFMDX (1.33) is less costly to investors than DFSVX (0.31). HFMDX is a more actively managed with annual turnover of: 94.00 vs. DFSVX (12.00). 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 : 5.62 vs. HFMDX (-10.08). DFSVX (80.15) and HFMDX (78.23) have equivalent 5 years return.
| DFSVX | HFMDX | DFSVX / HFMDX | |
| Total Expense Ratio | 0.31 | 1.33 | 23% |
| Annual Report Gross Expense Ratio | 0.31 | 1.33 | 23% |
| Fund Existence | 32 years | 22 years | - |
| Gain YTD | 1.483 | 0.398 | 372% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.32B | 1,223% |
| Annual Yield % from dividends | 1.64 | 0.17 | 974% |
| Returns for 1 year | 5.62 | -10.08 | -56% |
| Returns for 3 years | 16.09 | 7.03 | 229% |
| Returns for 5 years | 80.15 | 78.23 | 102% |
| Returns for 10 years | 50.63 | 5.80 | 873% |
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