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DFFVX vs HRVIX
DFFVX vs HRVIX Comparison
Open Charts DFFVX vs HRVIX
DFA US Targeted Value I
Price$36.79
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets13.95B
Heartland Value Plus Investor
Price$36.98
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets288.45M
DFFVX vs HRVIX Comparison Chart in %
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DFFVX vs. HRVIX commentary
Sep 08, 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: 13.9B vs. HRVIX (288M). DFFVX pays higher dividends than HRVIX: DFFVX (1.50) vs HRVIX (0.46). 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 : 13.85 vs. HRVIX (2.61). DFFVX return over 5 years is better than : 105.61 vs. HRVIX (15.79).
| 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 | 8.027 | 3.210 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 288M | 4,826% |
| Annual Yield % from dividends | 1.50 | 0.46 | 323% |
| Returns for 1 year | 13.85 | 2.61 | 529% |
| Returns for 3 years | 40.17 | 9.39 | 428% |
| Returns for 5 years | 105.61 | 15.79 | 669% |
| Returns for 10 years | 83.26 | 49.18 | 169% |
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