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DFSVX vs HSMVX
DFSVX vs HSMVX Comparison
Open Charts DFSVX vs HSMVX
DFA US Small Cap Value I
Price$51.24
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets16.79B
Hartford Small Cap Value R6
Price$13.78
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets187.12M
DFSVX vs HSMVX Comparison Chart in %
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DFSVX vs. HSMVX commentary
Sep 09, 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 HSMVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. HSMVX (187M). HSMVX pays higher dividends than DFSVX: HSMVX (1.70) vs DFSVX (1.52). DFSVX was incepted earlier than HSMVX: DFSVX (33 years) vs HSMVX (8 years). HSMVX (0.89) is less costly to investors than DFSVX (0.31). HSMVX is a more actively managed with annual turnover of: 46.00 vs. DFSVX (12.00). DFSVX (0) and HSMVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 13.14 vs. HSMVX (6.95). DFSVX return over 5 years is better than : 97.58 vs. HSMVX (72.79).
| DFSVX | HSMVX | DFSVX / HSMVX | |
| Total Expense Ratio | 0.31 | 0.81 | 38% |
| Annual Report Gross Expense Ratio | 0.31 | 0.89 | 35% |
| Fund Existence | 33 years | 8 years | - |
| Gain YTD | 6.557 | 1.923 | 341% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 187M | 8,984% |
| Annual Yield % from dividends | 1.52 | 1.70 | 89% |
| Returns for 1 year | 13.14 | 6.95 | 189% |
| Returns for 3 years | 30.06 | 22.16 | 136% |
| Returns for 5 years | 97.58 | 72.79 | 134% |
| Returns for 10 years | 66.51 | N/A | - |
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