DFSVX
Price
$48.52
Change
+$0.23 (+0.48%)
Updated
Jul 25 closing price
Net Assets
16.01B
HSMSX
Price
$13.22
Change
+$0.04 (+0.30%)
Updated
Jul 25 closing price
Net Assets
181.68M
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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$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Hartford Small Cap Value R4
Price$13.22
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets181.68M
DFSVX vs HSMSX Comparison Chart in %
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DFSVX vs. HSMSX 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 HSMSX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. HSMSX (182M). 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 : 0.60 vs. HSMSX (-0.52). DFSVX return over 5 years is better than : 94.25 vs. HSMSX (67.57).
DFSVXHSMSXDFSVX / HSMSX
Total Expense Ratio0.311.2126%
Annual Report Gross Expense Ratio0.311.3124%
Fund Existence32 years14 years-
Gain YTD0.901-2.723-33%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets16B182M8,791%
Annual Yield % from dividends1.671.43116%
Returns for 1 year0.60-0.52-114%
Returns for 3 years27.0915.56174%
Returns for 5 years94.2567.57139%
Returns for 10 years50.735.68893%
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