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DFSVX vs HNVIX
DFSVX vs HNVIX Comparison
Open Charts DFSVX vs HNVIX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Heartland Value Plus Institutional
Price$34.52
Change+$0.23 (+0.67%)
VolumeN/A
Net Assets276.14M
DFSVX vs HNVIX Comparison Chart in %
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DFSVX vs. HNVIX 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 HNVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. HNVIX (276M). DFSVX pays higher dividends than HNVIX: DFSVX (1.67) vs HNVIX (0.82). DFSVX was incepted earlier than HNVIX: DFSVX (32 years) vs HNVIX (17 years). HNVIX (0.94) is less costly to investors than DFSVX (0.31). HNVIX is a more actively managed with annual turnover of: 68.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HNVIX: DFSVX (0) vs HNVIX (500000). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. HNVIX (-5.60). DFSVX return over 5 years is better than : 94.25 vs. HNVIX (12.85).
| DFSVX | HNVIX | DFSVX / HNVIX | |
| Total Expense Ratio | 0.31 | 0.94 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 0.94 | 33% |
| Fund Existence | 32 years | 17 years | - |
| Gain YTD | 0.901 | -2.870 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 276M | 5,797% |
| Annual Yield % from dividends | 1.67 | 0.82 | 203% |
| Returns for 1 year | 0.60 | -5.60 | -11% |
| Returns for 3 years | 27.09 | -1.51 | -1,799% |
| Returns for 5 years | 94.25 | 12.85 | 734% |
| Returns for 10 years | 50.73 | 33.42 | 152% |
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