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DFFVX vs HRVIX
DFFVX vs HRVIX Comparison
Open Charts DFFVX vs HRVIX
DFA US Targeted Value I
Price$35.21
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets13.32B
Heartland Value Plus Investor
Price$35.71
Change+$0.13 (+0.37%)
VolumeN/A
Net Assets287.57M
DFFVX vs HRVIX Comparison Chart in %
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DFFVX vs. HRVIX commentary
Oct 18, 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 HRVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. HRVIX (288M). DFFVX pays higher dividends than HRVIX: DFFVX (1.68) vs HRVIX (0.47). 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 (7.00). 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 : 2.47 vs. HRVIX (-6.02). DFFVX return over 5 years is better than : 91.09 vs. HRVIX (10.07).
| 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 | 3.910 | -0.335 | -1,167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 288M | 4,618% |
| Annual Yield % from dividends | 1.68 | 0.47 | 359% |
| Returns for 1 year | 2.47 | -6.02 | -41% |
| Returns for 3 years | 34.38 | 5.06 | 680% |
| Returns for 5 years | 91.09 | 10.07 | 905% |
| Returns for 10 years | 73.97 | 40.07 | 185% |
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