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DFSVX vs HSMAX
DFSVX vs HSMAX Comparison
Open Charts DFSVX vs HSMAX
DFA US Small Cap Value I
Price$54.62
Change+$0.37 (+0.68%)
VolumeN/A
Net Assets17.46B
Hartford Small Cap Value A
Price$12.85
Change+$0.12 (+0.94%)
VolumeN/A
Net Assets229.56M
DFSVX vs HSMAX Comparison Chart in %
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DFSVX vs. HSMAX commentary
Jan 16, 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 Hold and HSMAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. HSMAX (230M). DFSVX pays higher dividends than HSMAX: DFSVX (1.69) vs HSMAX (0.88). 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 : 13.71 vs. HSMAX (4.16). DFSVX return over 5 years is better than : 55.39 vs. HSMAX (19.82).
| 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 | 5.771 | 5.936 | 97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 230M | 7,609% |
| Annual Yield % from dividends | 1.69 | 0.88 | 192% |
| Returns for 1 year | 13.71 | 4.16 | 329% |
| Returns for 3 years | 37.53 | 19.98 | 188% |
| Returns for 5 years | 55.39 | 19.82 | 279% |
| Returns for 10 years | 114.57 | 37.94 | 302% |
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