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DFSVX vs HRTVX
DFSVX vs HRTVX Comparison
Open Charts DFSVX vs HRTVX
DFA US Small Cap Value I
Price$48.49
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets16.01B
Heartland Value Investor
Price$50.36
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets801.48M
DFSVX vs HRTVX Comparison Chart in %
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DFSVX vs. HRTVX commentary
Jul 29, 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 HRTVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. HRTVX (801M). DFSVX pays higher dividends than HRTVX: DFSVX (1.67) vs HRTVX (0.73). DFSVX was incepted earlier than HRTVX: DFSVX (32 years) vs HRTVX (41 years). HRTVX (1.06) is less costly to investors than DFSVX (0.31). HRTVX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HRTVX: DFSVX (0) vs HRTVX (1000). HRTVX annual gain was more profitable for investors over the last year : -0.97 vs. DFSVX (-1.12). DFSVX return over 5 years is better than : 89.74 vs. HRTVX (49.70).
| DFSVX | HRTVX | DFSVX / HRTVX | |
| Total Expense Ratio | 0.31 | 1.06 | 29% |
| Annual Report Gross Expense Ratio | 0.31 | 1.06 | 29% |
| Fund Existence | 32 years | 41 years | - |
| Gain YTD | 0.838 | 5.400 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 801M | 1,998% |
| Annual Yield % from dividends | 1.67 | 0.73 | 227% |
| Returns for 1 year | -1.12 | -0.97 | 115% |
| Returns for 3 years | 21.63 | 18.92 | 114% |
| Returns for 5 years | 89.74 | 49.70 | 181% |
| Returns for 10 years | 49.02 | 26.96 | 182% |
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