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DFSVX vs HSMRX
DFSVX vs HSMRX Comparison
Open Charts DFSVX vs HSMRX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
Hartford Small Cap Value R3
Price$12.90
Change-$0.11 (-0.85%)
VolumeN/A
Net Assets180.21M
DFSVX vs HSMRX Comparison Chart in %
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DFSVX vs. HSMRX commentary
Aug 17, 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 StrongBuy and HSMRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. HSMRX (180M). DFSVX pays higher dividends than HSMRX: DFSVX (1.64) vs HSMRX (1.14). 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 : 5.62 vs. HSMRX (0.55). DFSVX return over 5 years is better than : 80.15 vs. HSMRX (51.52).
| 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 | 1.483 | -3.443 | -43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 180M | 8,944% |
| Annual Yield % from dividends | 1.64 | 1.14 | 144% |
| Returns for 1 year | 5.62 | 0.55 | 1,030% |
| Returns for 3 years | 16.09 | 5.33 | 302% |
| Returns for 5 years | 80.15 | 51.52 | 156% |
| Returns for 10 years | 50.63 | 2.70 | 1,877% |
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