DFSVX
Price
$52.46
Change
-$0.02 (-0.04%)
Updated
Dec 26 closing price
Net Assets
16.73B
HRTVX
Price
$51.52
Change
+$0.01 (+0.02%)
Updated
Dec 26 closing price
Net Assets
883.97M
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DFSVX vs HRTVX

Header iconDFSVX vs HRTVX Comparison
Open Charts DFSVX vs HRTVXBanner chart's image
DFA US Small Cap Value I
Price$52.46
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets16.73B
Heartland Value Investor
Price$51.52
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets883.97M
DFSVX vs HRTVX Comparison Chart in %
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DFSVX vs. HRTVX commentary
Dec 28, 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 HRTVX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. HRTVX (884M). DFSVX pays higher dividends than HRTVX: DFSVX (1.62) vs HRTVX (0.67). DFSVX was incepted earlier than HRTVX: DFSVX (33 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). DFSVX annual gain was more profitable for investors over the last year : 8.55 vs. HRTVX (6.42). DFSVX return over 5 years is better than : 62.34 vs. HRTVX (20.94).
DFSVXHRTVXDFSVX / HRTVX
Total Expense Ratio0.311.0629%
Annual Report Gross Expense Ratio0.311.0629%
Fund Existence33 years41 years-
Gain YTD9.6227.828123%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.7B884M1,889%
Annual Yield % from dividends1.620.67242%
Returns for 1 year8.556.42133%
Returns for 3 years39.2625.77152%
Returns for 5 years62.3420.94298%
Returns for 10 years79.1145.02176%
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