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DFSVX vs HSMAX
DFSVX vs HSMAX Comparison
Open Charts DFSVX vs HSMAX
DFA US Small Cap Value I
Price$50.09
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets16.19B
Hartford Small Cap Value A
Price$12.26
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets183.02M
DFSVX vs HSMAX Comparison Chart in %
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DFSVX vs. HSMAX commentary
Nov 14, 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 Hold and HSMAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.2B vs. HSMAX (183M). DFSVX pays higher dividends than HSMAX: DFSVX (1.69) vs HSMAX (1.37). 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 : -1.72 vs. HSMAX (-10.02). DFSVX return over 5 years is better than : 70.67 vs. HSMAX (35.34).
| 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 | 4.670 | -3.312 | -141% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 183M | 8,852% |
| Annual Yield % from dividends | 1.69 | 1.37 | 123% |
| Returns for 1 year | -1.72 | -10.02 | 17% |
| Returns for 3 years | 20.64 | 7.51 | 275% |
| Returns for 5 years | 70.67 | 35.34 | 200% |
| Returns for 10 years | 63.06 | 7.34 | 859% |
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