DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
HSMTX
Price
$13.17
Change
+$0.09 (+0.69%)
Updated
Jul 3 closing price
Net Assets
182.64M
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DFSVX vs HSMTX

Header iconDFSVX vs HSMTX Comparison
Open Charts DFSVX vs HSMTXBanner chart's image
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.

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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).
DFSVXHSMTXDFSVX / HSMTX
Total Expense Ratio0.310.9134%
Annual Report Gross Expense Ratio0.311.0131%
Fund Existence32 years14 years-
Gain YTD1.067-2.661-40%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1B183M8,798%
Annual Yield % from dividends1.671.7496%
Returns for 1 year9.457.10133%
Returns for 3 years32.8421.32154%
Returns for 5 years105.3075.89139%
Returns for 10 years45.105.91763%
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