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DFSVX vs HRVIX
DFSVX vs HRVIX Comparison
Open Charts DFSVX vs HRVIX
DFA US Small Cap Value I
Price$49.49
Change-$0.60 (-1.20%)
VolumeN/A
Net Assets15.95B
Heartland Value Plus Investor
Price$35.30
Change-$0.43 (-1.20%)
VolumeN/A
Net Assets286.96M
DFSVX vs HRVIX Comparison Chart in %
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DFSVX vs. HRVIX commentary
Nov 14, 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 HRVIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. HRVIX (287M). DFSVX pays higher dividends than HRVIX: DFSVX (1.69) vs HRVIX (0.48). DFSVX was incepted earlier than HRVIX: DFSVX (33 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 : -1.72 vs. HRVIX (-10.14). DFSVX return over 5 years is better than : 70.67 vs. HRVIX (4.35).
| DFSVX | HRVIX | DFSVX / HRVIX | |
| Total Expense Ratio | 0.31 | 1.21 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.21 | 26% |
| Fund Existence | 33 years | 32 years | - |
| Gain YTD | 4.670 | -0.279 | -1,673% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 287M | 5,540% |
| Annual Yield % from dividends | 1.69 | 0.48 | 352% |
| Returns for 1 year | -1.72 | -10.14 | 17% |
| Returns for 3 years | 20.64 | -4.89 | -422% |
| Returns for 5 years | 70.67 | 4.35 | 1,626% |
| Returns for 10 years | 63.06 | 40.10 | 157% |
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