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DFFVX vs HRVIX
DFFVX vs HRVIX Comparison
Open Charts DFFVX vs HRVIX
DFA US Targeted Value I
Price$37.61
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets14.08B
Heartland Value Plus Investor
Price$36.63
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets290.68M
DFFVX vs HRVIX Comparison Chart in %
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DFFVX vs. HRVIX commentary
Dec 27, 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 HRVIX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. HRVIX (291M). DFFVX pays higher dividends than HRVIX: DFFVX (1.65) 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 : 10.25 vs. HRVIX (1.24). DFFVX return over 5 years is better than : 69.65 vs. HRVIX (-4.37).
| 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 | 10.992 | 2.233 | 492% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 291M | 4,845% |
| Annual Yield % from dividends | 1.65 | 0.47 | 354% |
| Returns for 1 year | 10.25 | 1.24 | 824% |
| Returns for 3 years | 43.33 | -0.73 | -5,972% |
| Returns for 5 years | 69.65 | -4.37 | -1,592% |
| Returns for 10 years | 99.61 | 45.34 | 220% |
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