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DFSVX vs HSMAX
DFSVX vs HSMAX Comparison
Open Charts DFSVX vs HSMAX
DFA US Small Cap Value I
Price$52.48
Change+$0.13 (+0.25%)
VolumeN/A
Net Assets16.76B
Hartford Small Cap Value A
Price$12.39
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets220.98M
DFSVX vs HSMAX Comparison Chart in %
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DFSVX vs. HSMAX commentary
Dec 26, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. HSMAX (221M). DFSVX pays higher dividends than HSMAX: DFSVX (1.62) vs HSMAX (1.35). DFSVX was incepted earlier than HSMAX: DFSVX (33 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 : 9.08 vs. HSMAX (-2.35). DFSVX return over 5 years is better than : 62.40 vs. HSMAX (24.22).
| DFSVX | HSMAX | DFSVX / HSMAX | |
| Total Expense Ratio | 0.31 | 1.31 | 24% |
| Annual Report Gross Expense Ratio | 0.31 | 1.33 | 23% |
| Fund Existence | 33 years | 21 years | - |
| Gain YTD | 9.664 | -2.287 | -423% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 221M | 7,602% |
| Annual Yield % from dividends | 1.62 | 1.35 | 121% |
| Returns for 1 year | 9.08 | -2.35 | -386% |
| Returns for 3 years | 39.53 | 23.75 | 166% |
| Returns for 5 years | 62.40 | 24.22 | 258% |
| Returns for 10 years | 79.47 | 15.88 | 500% |
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