DFSVX
Price
$48.52
Change
+$0.23 (+0.48%)
Updated
Jul 25 closing price
Net Assets
16.01B
HSMTX
Price
$13.19
Change
+$0.05 (+0.38%)
Updated
Jul 25 closing price
Net Assets
181.68M
Interact to see
Advertisement

DFSVX vs HSMTX

Header iconDFSVX vs HSMTX Comparison
Open Charts DFSVX vs HSMTXBanner 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 R5
Price$13.19
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets181.68M
DFSVX vs HSMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
DFSVX vs. HSMTX commentary
Jul 27, 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 HSMTX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. HSMTX (182M). HSMTX (1.74) and DFSVX (1.67) 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 : 0.60 vs. HSMTX (-0.24). DFSVX return over 5 years is better than : 94.25 vs. HSMTX (69.75).
DFSVXHSMTXDFSVX / HSMTX
Total Expense Ratio0.310.9134%
Annual Report Gross Expense Ratio0.311.0131%
Fund Existence32 years14 years-
Gain YTD0.901-2.513-36%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets16B182M8,791%
Annual Yield % from dividends1.671.7496%
Returns for 1 year0.60-0.24-249%
Returns for 3 years27.0916.70162%
Returns for 5 years94.2569.75135%
Returns for 10 years50.737.81649%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
AGIRX20.570.34
+1.68%
Alger Mid Cap Growth Institutional R
TWGIX64.280.36
+0.56%
American Century Growth I
ERHSX14.300.07
+0.49%
Eaton Vance Worldwide Health Sci R
CSRYX39.450.16
+0.41%
Columbia Select Large Cap Value Inst3
STSEX2599.3110.39
+0.40%
BlackRock Exchange BlackRock