Interact to see
Advertisement
Advertisement
DFFVX vs HRVIX
DFFVX vs HRVIX Comparison
Open Charts DFFVX vs HRVIX
DFA US Targeted Value I
Price$40.19
Change+$4.46 (+12.48%)
VolumeN/A
Net Assets14.92B
Heartland Value Plus Investor
Price$39.31
Change+$3.31 (+9.19%)
VolumeN/A
Net Assets305.64M
DFFVX vs HRVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. HRVIX commentary
Feb 04, 2026
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 HRVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.9B vs. HRVIX (306M). DFFVX pays higher dividends than HRVIX: DFFVX (1.58) vs HRVIX (0.58). DFFVX was incepted earlier than HRVIX: DFFVX (26 years) vs HRVIX (32 years). HRVIX (1.21) is less costly to investors than DFFVX (0.30). HRVIX is a more actively managed with annual turnover of: 68.00 vs. DFFVX (10.00). DFFVX has a lower initial minimum investment than HRVIX: DFFVX (0) vs HRVIX (1000). DFFVX annual gain was more profitable for investors over the last year : 17.44 vs. HRVIX (9.56). DFFVX return over 5 years is better than : 62.65 vs. HRVIX (-5.87).
| DFFVX | HRVIX | DFFVX / HRVIX | |
| Total Expense Ratio | 0.29 | 1.21 | 24% |
| Annual Report Gross Expense Ratio | 0.30 | 1.21 | 25% |
| Fund Existence | 26 years | 32 years | - |
| Gain YTD | 8.680 | 9.225 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 306M | 4,869% |
| Annual Yield % from dividends | 1.58 | 0.58 | 274% |
| Returns for 1 year | 17.44 | 9.56 | 182% |
| Returns for 3 years | 37.63 | -0.06 | -62,068% |
| Returns for 5 years | 62.65 | -5.87 | -1,068% |
| Returns for 10 years | 141.58 | 91.68 | 154% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers