DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
HSMAX
Price
$12.33
Change
+$0.09 (+0.74%)
Updated
Jul 3 closing price
Net Assets
182.64M
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DFSVX vs HSMAX

Header iconDFSVX vs HSMAX Comparison
Open Charts DFSVX vs HSMAXBanner chart's image
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Hartford Small Cap Value A
Price$12.33
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets182.64M
DFSVX vs HSMAX Comparison Chart in %
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DFSVX vs. HSMAX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. HSMAX (183M). 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 : 9.45 vs. HSMAX (6.54). DFSVX return over 5 years is better than : 105.30 vs. HSMAX (71.27).
DFSVXHSMAXDFSVX / HSMAX
Total Expense Ratio0.311.3124%
Annual Report Gross Expense Ratio0.311.3323%
Fund Existence32 years21 years-
Gain YTD1.067-2.760-39%
Front LoadN/A6%-
Min. Initial Investment02000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1B183M8,798%
Annual Yield % from dividends1.671.43117%
Returns for 1 year9.456.54145%
Returns for 3 years32.8419.04172%
Returns for 5 years105.3071.27148%
Returns for 10 years45.100.01569,382%
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