DFSVX
Price
$48.52
Change
+$0.23 (+0.48%)
Updated
Jul 25 closing price
Net Assets
16.01B
HRVIX
Price
$34.76
Change
+$0.24 (+0.70%)
Updated
Jul 25 closing price
Net Assets
276.14M
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DFSVX vs HRVIX

Header iconDFSVX vs HRVIX Comparison
Open Charts DFSVX vs HRVIXBanner chart's image
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Heartland Value Plus Investor
Price$34.76
Change+$0.24 (+0.70%)
VolumeN/A
Net Assets276.14M
DFSVX vs HRVIX Comparison Chart in %
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DFSVX vs. HRVIX commentary
Jul 27, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. HRVIX (276M). 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 : 0.60 vs. HRVIX (-5.81). DFSVX return over 5 years is better than : 94.25 vs. HRVIX (11.66).
DFSVXHRVIXDFSVX / HRVIX
Total Expense Ratio0.311.2126%
Annual Report Gross Expense Ratio0.311.2126%
Fund Existence32 years32 years-
Gain YTD0.901-2.986-30%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets16B276M5,797%
Annual Yield % from dividends1.670.51329%
Returns for 1 year0.60-5.81-10%
Returns for 3 years27.09-2.23-1,216%
Returns for 5 years94.2511.66808%
Returns for 10 years50.7331.26162%
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