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DFSVX vs HRVIX
DFSVX vs HRVIX Comparison
Open Charts DFSVX vs HRVIX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Heartland Value Plus Investor
Price$34.68
Change+$0.15 (+0.43%)
VolumeN/A
Net Assets277.36M
DFSVX vs HRVIX Comparison Chart in %
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DFSVX vs. HRVIX commentary
Jul 07, 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 HRVIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. HRVIX (277M). DFSVX pays higher dividends than HRVIX: DFSVX (1.67) vs HRVIX (0.51). DFSVX was incepted earlier than HRVIX: DFSVX (32 years) vs HRVIX (32 years). HRVIX (1.21) is less costly to investors than DFSVX (0.31). HRVIX is a more actively managed with annual turnover of: 68.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HRVIX: DFSVX (0) vs HRVIX (1000). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. HRVIX (1.44). DFSVX return over 5 years is better than : 105.30 vs. HRVIX (15.36).
| DFSVX | HRVIX | DFSVX / HRVIX | |
| Total Expense Ratio | 0.31 | 1.21 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.21 | 26% |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | 1.067 | -3.210 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 277M | 5,812% |
| Annual Yield % from dividends | 1.67 | 0.51 | 329% |
| Returns for 1 year | 9.45 | 1.44 | 654% |
| Returns for 3 years | 32.84 | -0.36 | -9,083% |
| Returns for 5 years | 105.30 | 15.36 | 685% |
| Returns for 10 years | 45.10 | 23.30 | 194% |
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