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DFSVX vs HSMFX
DFSVX vs HSMFX Comparison
Open Charts DFSVX vs HSMFX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Hartford Small Cap Value F
Price$11.36
Change-$0.29 (-2.49%)
VolumeN/A
Net Assets168.95M
DFSVX vs HSMFX Comparison Chart
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DFSVX vs. HSMFX commentary
Jun 16, 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 HSMFX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. HSMFX (169M). HSMFX pays higher dividends than DFSVX: HSMFX (2.01) vs DFSVX (1.65). DFSVX was incepted earlier than HSMFX: DFSVX (32 years) vs HSMFX (8 years). HSMFX (0.89) is less costly to investors than DFSVX (0.31). HSMFX is a more actively managed with annual turnover of: 46.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HSMFX: DFSVX (0) vs HSMFX (1000000). DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. HSMFX (-0.84). DFSVX return over 5 years is better than : 86.94 vs. HSMFX (59.11).
| DFSVX | HSMFX | DFSVX / HSMFX | |
| Total Expense Ratio | 0.31 | 0.81 | 38% |
| Annual Report Gross Expense Ratio | 0.31 | 0.89 | 35% |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | -6.462 | -10.339 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 169M | 8,817% |
| Annual Yield % from dividends | 1.65 | 2.01 | 82% |
| Returns for 1 year | 1.83 | -0.84 | -218% |
| Returns for 3 years | 19.38 | 11.77 | 165% |
| Returns for 5 years | 86.94 | 59.11 | 147% |
| Returns for 10 years | 30.89 | N/A | - |