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DFSVX vs HRTVX
DFSVX vs HRTVX Comparison
Open Charts DFSVX vs HRTVX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Heartland Value Investor
Price$47.19
Change-$0.81 (-1.69%)
VolumeN/A
Net Assets754.38M
DFSVX vs HRTVX Comparison Chart
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DFSVX vs. HRTVX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. HRTVX (754M). DFSVX pays higher dividends than HRTVX: DFSVX (1.65) vs HRTVX (0.77). DFSVX was incepted earlier than HRTVX: DFSVX (32 years) vs HRTVX (40 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 : 3.52 vs. DFSVX (1.83). DFSVX return over 5 years is better than : 86.94 vs. HRTVX (52.89).
| 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 | 40 years | - |
| Gain YTD | -6.462 | -1.235 | 523% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 754M | 1,976% |
| Annual Yield % from dividends | 1.65 | 0.77 | 214% |
| Returns for 1 year | 1.83 | 3.52 | 52% |
| Returns for 3 years | 19.38 | 20.12 | 96% |
| Returns for 5 years | 86.94 | 52.89 | 164% |
| Returns for 10 years | 30.89 | 10.14 | 305% |
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