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DFSVX vs HSMTX
DFSVX vs HSMTX Comparison
Open Charts DFSVX vs HSMTX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
Hartford Small Cap Value R5
Price$13.11
Change-$0.11 (-0.83%)
VolumeN/A
Net Assets180.21M
DFSVX vs HSMTX Comparison Chart in %
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DFSVX vs. HSMTX 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 HSMTX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. HSMTX (180M). HSMTX (1.72) and DFSVX (1.64) have matching dividends . DFSVX was incepted earlier than HSMTX: DFSVX (32 years) vs HSMTX (14 years). HSMTX (1.01) is less costly to investors than DFSVX (0.31). HSMTX is a more actively managed with annual turnover of: 46.00 vs. DFSVX (12.00). DFSVX (0) and HSMTX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 5.62 vs. HSMTX (1.19). DFSVX return over 5 years is better than : 80.15 vs. HSMTX (55.35).
| DFSVX | HSMTX | DFSVX / HSMTX | |
| Total Expense Ratio | 0.31 | 0.91 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 1.01 | 31% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 1.483 | -3.104 | -48% |
| 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 | 1.72 | 96% |
| Returns for 1 year | 5.62 | 1.19 | 473% |
| Returns for 3 years | 16.09 | 7.40 | 217% |
| Returns for 5 years | 80.15 | 55.35 | 145% |
| Returns for 10 years | 50.63 | 7.88 | 642% |
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