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DFFVX vs HNVIX
DFFVX vs HNVIX Comparison
Open Charts DFFVX vs HNVIX
DFA US Targeted Value I
Price$35.13
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets13.36B
Heartland Value Plus Institutional
Price$35.40
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets278.8M
DFFVX vs HNVIX Comparison Chart in %
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DFFVX vs. HNVIX commentary
Aug 20, 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 DFFVX is a Buy and HNVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.4B vs. HNVIX (279M). DFFVX pays higher dividends than HNVIX: DFFVX (1.62) vs HNVIX (0.80). DFFVX was incepted earlier than HNVIX: DFFVX (26 years) vs HNVIX (17 years). HNVIX (0.94) is less costly to investors than DFFVX (0.30). HNVIX is a more actively managed with annual turnover of: 68.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than HNVIX: DFFVX (0) vs HNVIX (500000). DFFVX annual gain was more profitable for investors over the last year : 7.74 vs. HNVIX (-1.21). DFFVX return over 5 years is better than : 95.48 vs. HNVIX (12.31).
| DFFVX | HNVIX | DFFVX / HNVIX | |
| Total Expense Ratio | 0.29 | 0.94 | 31% |
| Annual Report Gross Expense Ratio | 0.30 | 0.94 | 32% |
| Fund Existence | 26 years | 17 years | - |
| Gain YTD | 2.977 | -0.394 | -756% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 279M | 4,803% |
| Annual Yield % from dividends | 1.62 | 0.80 | 203% |
| Returns for 1 year | 7.74 | -1.21 | -642% |
| Returns for 3 years | 22.94 | -3.37 | -680% |
| Returns for 5 years | 95.48 | 12.31 | 776% |
| Returns for 10 years | 76.26 | 45.62 | 167% |
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