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DFSVX vs HNTVX
DFSVX vs HNTVX Comparison
Open Charts DFSVX vs HNTVX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Heartland Value Institutional
Price$51.87
Change+$0.09 (+0.17%)
VolumeN/A
Net Assets801.48M
DFSVX vs HNTVX Comparison Chart in %
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DFSVX vs. HNTVX commentary
Jul 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 DFSVX is a Buy and HNTVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. HNTVX (801M). DFSVX pays higher dividends than HNTVX: DFSVX (1.67) vs HNTVX (0.86). DFSVX was incepted earlier than HNTVX: DFSVX (32 years) vs HNTVX (17 years). HNTVX (0.91) is less costly to investors than DFSVX (0.31). HNTVX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HNTVX: DFSVX (0) vs HNTVX (500000). HNTVX annual gain was more profitable for investors over the last year : 1.26 vs. DFSVX (0.60). DFSVX return over 5 years is better than : 94.25 vs. HNTVX (54.72).
| DFSVX | HNTVX | DFSVX / HNTVX | |
| Total Expense Ratio | 0.31 | 0.91 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 0.91 | 34% |
| Fund Existence | 32 years | 17 years | - |
| Gain YTD | 0.901 | 5.470 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 801M | 1,998% |
| Annual Yield % from dividends | 1.67 | 0.86 | 193% |
| Returns for 1 year | 0.60 | 1.26 | 47% |
| Returns for 3 years | 27.09 | 24.39 | 111% |
| Returns for 5 years | 94.25 | 54.72 | 172% |
| Returns for 10 years | 50.73 | 30.85 | 164% |
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