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DFSVX vs HSMRX
DFSVX vs HSMRX Comparison
Open Charts DFSVX vs HSMRX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Hartford Small Cap Value R3
Price$12.98
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets181.68M
DFSVX vs HSMRX Comparison Chart in %
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DFSVX vs. HSMRX commentary
Jul 28, 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 HSMRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. HSMRX (182M). DFSVX pays higher dividends than HSMRX: DFSVX (1.67) vs HSMRX (1.15). DFSVX was incepted earlier than HSMRX: DFSVX (32 years) vs HSMRX (14 years). HSMRX (1.61) is less costly to investors than DFSVX (0.31). HSMRX is a more actively managed with annual turnover of: 46.00 vs. DFSVX (12.00). DFSVX (0) and HSMRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. HSMRX (-0.89). DFSVX return over 5 years is better than : 94.25 vs. HSMRX (65.37).
| DFSVX | HSMRX | DFSVX / HSMRX | |
| Total Expense Ratio | 0.31 | 1.51 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.61 | 19% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 0.901 | -2.844 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 182M | 8,791% |
| Annual Yield % from dividends | 1.67 | 1.15 | 145% |
| Returns for 1 year | 0.60 | -0.89 | -67% |
| Returns for 3 years | 27.09 | 14.39 | 188% |
| Returns for 5 years | 94.25 | 65.37 | 144% |
| Returns for 10 years | 50.73 | 2.63 | 1,926% |
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