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DFSVX vs HSMTX
DFSVX vs HSMTX Comparison
Open Charts DFSVX vs HSMTX
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 %
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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.
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).
| 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 | 0.901 | -2.513 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 182M | 8,791% |
| Annual Yield % from dividends | 1.67 | 1.74 | 96% |
| Returns for 1 year | 0.60 | -0.24 | -249% |
| Returns for 3 years | 27.09 | 16.70 | 162% |
| Returns for 5 years | 94.25 | 69.75 | 135% |
| Returns for 10 years | 50.73 | 7.81 | 649% |
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