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DFSVX vs HSMTX
DFSVX vs HSMTX Comparison
Open Charts DFSVX vs HSMTX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Hartford Small Cap Value R5
Price$12.12
Change-$0.31 (-2.49%)
VolumeN/A
Net Assets168.95M
DFSVX vs HSMTX Comparison Chart
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DFSVX vs. HSMTX commentary
Jun 16, 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 Hold and HSMTX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. HSMTX (169M). HSMTX pays higher dividends than DFSVX: HSMTX (1.79) vs DFSVX (1.65). 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 : 1.83 vs. HSMTX (-0.80). DFSVX return over 5 years is better than : 86.94 vs. HSMTX (60.05).
| 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 | -6.462 | -10.421 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 169M | 8,817% |
| Annual Yield % from dividends | 1.65 | 1.79 | 92% |
| Returns for 1 year | 1.83 | -0.80 | -228% |
| Returns for 3 years | 19.38 | 12.14 | 160% |
| Returns for 5 years | 86.94 | 60.05 | 145% |
| Returns for 10 years | 30.89 | -4.15 | -744% |
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