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DFSVX vs HSMTX
DFSVX vs HSMTX Comparison
Open Charts DFSVX vs HSMTX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Hartford Small Cap Value R5
Price$13.17
Change+$0.09 (+0.69%)
VolumeN/A
Net Assets182.64M
DFSVX vs HSMTX Comparison Chart in %
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DFSVX vs. HSMTX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. HSMTX (183M). 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 : 9.45 vs. HSMTX (7.10). DFSVX return over 5 years is better than : 105.30 vs. HSMTX (75.89).
| 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 | 1.067 | -2.661 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 183M | 8,798% |
| Annual Yield % from dividends | 1.67 | 1.74 | 96% |
| Returns for 1 year | 9.45 | 7.10 | 133% |
| Returns for 3 years | 32.84 | 21.32 | 154% |
| Returns for 5 years | 105.30 | 75.89 | 139% |
| Returns for 10 years | 45.10 | 5.91 | 763% |
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