DFSVX
Price
$48.52
Change
+$0.23 (+0.48%)
Updated
Jul 25 closing price
Net Assets
16.01B
HSMAX
Price
$12.33
Change
+$0.04 (+0.33%)
Updated
Jul 25 closing price
Net Assets
181.68M
Interact to see
Advertisement

DFSVX vs HSMAX

Header iconDFSVX vs HSMAX Comparison
Open Charts DFSVX vs HSMAXBanner chart's image
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Hartford Small Cap Value A
Price$12.33
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets181.68M
DFSVX vs HSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
DFSVX vs. HSMAX commentary
Jul 28, 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 HSMAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. HSMAX (182M). DFSVX pays higher dividends than HSMAX: DFSVX (1.67) vs HSMAX (1.43). DFSVX was incepted earlier than HSMAX: DFSVX (32 years) vs HSMAX (21 years). HSMAX (1.33) is less costly to investors than DFSVX (0.31). HSMAX is a more actively managed with annual turnover of: 46.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HSMAX: DFSVX (0) vs HSMAX (2000). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. HSMAX (-0.82). DFSVX return over 5 years is better than : 94.25 vs. HSMAX (64.93).
DFSVXHSMAXDFSVX / HSMAX
Total Expense Ratio0.311.3124%
Annual Report Gross Expense Ratio0.311.3323%
Fund Existence32 years21 years-
Gain YTD0.901-2.760-33%
Front LoadN/A6%-
Min. Initial Investment02000-
Min. Initial Investment IRAN/AN/A-
Net Assets16B182M8,791%
Annual Yield % from dividends1.671.43117%
Returns for 1 year0.60-0.82-73%
Returns for 3 years27.0914.38188%
Returns for 5 years94.2564.93145%
Returns for 10 years50.731.712,974%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
OPGIX49.840.44
+0.89%
Invesco Global Opportunities A
WLCGX58.800.23
+0.39%
Wilshire Large Company Growth Instl
RRMVX31.230.10
+0.32%
T. Rowe Price Mid-Cap Value R
ARYDX13.45N/A
N/A
American Century Global Real Estate R6
MIEDX9.09-0.03
-0.33%
MassMutual International Eq R5