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DFFVX vs HRTVX
DFFVX vs HRTVX Comparison
Open Charts DFFVX vs HRTVX
DFA US Targeted Value I
Price$37.59
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets14.07B
Heartland Value Investor
Price$51.52
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets883.97M
DFFVX vs HRTVX Comparison Chart in %
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DFFVX vs. HRTVX commentary
Dec 28, 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 Hold and HRTVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. HRTVX (884M). DFFVX pays higher dividends than HRTVX: DFFVX (1.65) vs HRTVX (0.67). DFFVX was incepted earlier than HRTVX: DFFVX (26 years) vs HRTVX (41 years). HRTVX (1.06) is less costly to investors than DFFVX (0.30). HRTVX is a more actively managed with annual turnover of: 34.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than HRTVX: DFFVX (0) vs HRTVX (1000). DFFVX annual gain was more profitable for investors over the last year : 9.69 vs. HRTVX (6.42). DFFVX return over 5 years is better than : 69.56 vs. HRTVX (20.94).
| DFFVX | HRTVX | DFFVX / HRTVX | |
| Total Expense Ratio | 0.29 | 1.06 | 27% |
| Annual Report Gross Expense Ratio | 0.30 | 1.06 | 28% |
| Fund Existence | 26 years | 41 years | - |
| Gain YTD | 10.933 | 7.828 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 884M | 1,595% |
| Annual Yield % from dividends | 1.65 | 0.67 | 247% |
| Returns for 1 year | 9.69 | 6.42 | 151% |
| Returns for 3 years | 43.10 | 25.77 | 167% |
| Returns for 5 years | 69.56 | 20.94 | 332% |
| Returns for 10 years | 99.20 | 45.02 | 220% |
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