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DFSVX vs HSMSX
DFSVX vs HSMSX Comparison
Open Charts DFSVX vs HSMSX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
Hartford Small Cap Value R4
Price$13.89
Change+$0.57 (+4.28%)
VolumeN/A
Net Assets235.12M
DFSVX vs HSMSX Comparison Chart in %
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DFSVX vs. HSMSX commentary
Feb 05, 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 Buy and HSMSX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. HSMSX (235M). DFSVX pays higher dividends than HSMSX: DFSVX (1.58) vs HSMSX (0.87). DFSVX was incepted earlier than HSMSX: DFSVX (33 years) vs HSMSX (14 years). HSMSX (1.31) is less costly to investors than DFSVX (0.31). HSMSX is a more actively managed with annual turnover of: 60.00 vs. DFSVX (7.00). DFSVX (0) and HSMSX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 17.52 vs. HSMSX (4.41). DFSVX return over 5 years is better than : 55.54 vs. HSMSX (20.63).
| DFSVX | HSMSX | DFSVX / HSMSX | |
| Total Expense Ratio | 0.31 | 1.21 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.31 | 24% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 9.431 | 6.437 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 235M | 7,617% |
| Annual Yield % from dividends | 1.58 | 0.87 | 181% |
| Returns for 1 year | 17.52 | 4.41 | 398% |
| Returns for 3 years | 35.91 | 14.12 | 254% |
| Returns for 5 years | 55.54 | 20.63 | 269% |
| Returns for 10 years | 121.92 | 48.49 | 251% |
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