DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
HSMSX
Price
$13.21
Change
+$0.09 (+0.69%)
Updated
Jul 3 closing price
Net Assets
182.64M
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DFSVX vs HSMSX

Header iconDFSVX vs HSMSX Comparison
Open Charts DFSVX vs HSMSXBanner chart's image
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Hartford Small Cap Value R4
Price$13.21
Change+$0.09 (+0.69%)
VolumeN/A
Net Assets182.64M
DFSVX vs HSMSX Comparison Chart in %
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DFSVX vs. HSMSX commentary
Jul 08, 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 HSMSX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. HSMSX (183M). DFSVX pays higher dividends than HSMSX: DFSVX (1.67) vs HSMSX (1.43). DFSVX was incepted earlier than HSMSX: DFSVX (32 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: 46.00 vs. DFSVX (12.00). DFSVX (0) and HSMSX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. HSMSX (6.77). DFSVX return over 5 years is better than : 105.30 vs. HSMSX (73.74).
DFSVXHSMSXDFSVX / HSMSX
Total Expense Ratio0.311.2126%
Annual Report Gross Expense Ratio0.311.3124%
Fund Existence32 years14 years-
Gain YTD1.067-2.796-38%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1B183M8,798%
Annual Yield % from dividends1.671.43116%
Returns for 1 year9.456.77139%
Returns for 3 years32.8420.21162%
Returns for 5 years105.3073.74143%
Returns for 10 years45.103.881,161%
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