Interact to see
Advertisement
Advertisement
DFSVX vs HNTVX
DFSVX vs HNTVX Comparison
Open Charts DFSVX vs HNTVX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Heartland Value Institutional
Price$48.61
Change-$0.83 (-1.68%)
VolumeN/A
Net Assets754.38M
DFSVX vs HNTVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. HNTVX commentary
Jun 15, 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 Hold and HNTVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. HNTVX (754M). DFSVX pays higher dividends than HNTVX: DFSVX (1.65) vs HNTVX (0.91). 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 : 3.91 vs. DFSVX (1.83). DFSVX return over 5 years is better than : 86.94 vs. HNTVX (55.05).
| 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 | -6.462 | -1.159 | 558% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 754M | 1,976% |
| Annual Yield % from dividends | 1.65 | 0.91 | 182% |
| Returns for 1 year | 1.83 | 3.91 | 47% |
| Returns for 3 years | 19.38 | 21.12 | 92% |
| Returns for 5 years | 86.94 | 55.05 | 158% |
| Returns for 10 years | 30.89 | 12.94 | 239% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CFIGX | 13.98 | -0.10 | -0.71% |
| Columbia Flexible Capital Income C | |||
| CWMFX | 61.48 | -0.64 | -1.03% |
| American Funds Washington Mutual 529F1 | |||
| JABZX | 10.25 | -0.16 | -1.54% |
| JHancock Global Environmental Opps A | |||
| AEDYX | 35.90 | -0.64 | -1.75% |
| Invesco EQV European Equity Y | |||
| FCVCX | 15.16 | -0.31 | -2.00% |
| Fidelity Advisor Small Cap Value C | |||