HSCSX vs. DFSVX
Compare and contrast key facts about Homestead Small Company Stock Fund (HSCSX) and DFA U.S. Small Cap Value Portfolio I (DFSVX).
HSCSX is managed by Homestead. It was launched on Mar 4, 1998. DFSVX is managed by Dimensional Fund Advisors LP. It was launched on Mar 2, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSCSX or DFSVX.
Correlation
The correlation between HSCSX and DFSVX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
HSCSX vs. DFSVX - Performance Comparison
Key characteristics
HSCSX:
0.02
DFSVX:
0.52
HSCSX:
0.17
DFSVX:
0.90
HSCSX:
1.02
DFSVX:
1.11
HSCSX:
0.01
DFSVX:
0.93
HSCSX:
0.06
DFSVX:
2.12
HSCSX:
6.43%
DFSVX:
4.73%
HSCSX:
19.86%
DFSVX:
19.27%
HSCSX:
-63.13%
DFSVX:
-66.70%
HSCSX:
-43.76%
DFSVX:
-10.22%
Returns By Period
In the year-to-date period, HSCSX achieves a -2.77% return, which is significantly lower than DFSVX's -1.55% return. Over the past 10 years, HSCSX has underperformed DFSVX with an annualized return of -4.16%, while DFSVX has yielded a comparatively higher 8.40% annualized return.
HSCSX
-2.77%
-7.54%
-5.46%
-0.54%
-0.83%
-4.16%
DFSVX
-1.55%
-4.63%
-1.20%
9.32%
13.21%
8.40%
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HSCSX vs. DFSVX - Expense Ratio Comparison
HSCSX has a 1.06% expense ratio, which is higher than DFSVX's 0.30% expense ratio.
Risk-Adjusted Performance
HSCSX vs. DFSVX — Risk-Adjusted Performance Rank
HSCSX
DFSVX
HSCSX vs. DFSVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Homestead Small Company Stock Fund (HSCSX) and DFA U.S. Small Cap Value Portfolio I (DFSVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
HSCSX vs. DFSVX - Dividend Comparison
HSCSX has not paid dividends to shareholders, while DFSVX's dividend yield for the trailing twelve months is around 1.49%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSCSX Homestead Small Company Stock Fund | 0.00% | 0.00% | 0.09% | 0.00% | 0.58% | 0.00% | 0.70% | 0.59% | 0.17% | 0.33% | 0.44% | 0.35% |
DFSVX DFA U.S. Small Cap Value Portfolio I | 1.49% | 1.47% | 3.67% | 6.77% | 10.40% | 1.96% | 2.83% | 7.54% | 5.62% | 4.53% | 5.83% | 4.53% |
Drawdowns
HSCSX vs. DFSVX - Drawdown Comparison
The maximum HSCSX drawdown since its inception was -63.13%, smaller than the maximum DFSVX drawdown of -66.70%. Use the drawdown chart below to compare losses from any high point for HSCSX and DFSVX. For additional features, visit the drawdowns tool.
Volatility
HSCSX vs. DFSVX - Volatility Comparison
Homestead Small Company Stock Fund (HSCSX) and DFA U.S. Small Cap Value Portfolio I (DFSVX) have volatilities of 4.40% and 4.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.