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DFSVX vs HRVIX
DFSVX vs HRVIX Comparison
Open Charts DFSVX vs HRVIX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
Heartland Value Plus Investor
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets278.73M
DFSVX vs HRVIX Comparison Chart in %
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DFSVX vs. HRVIX commentary
Aug 18, 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 StrongBuy and HRVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. HRVIX (279M). DFSVX pays higher dividends than HRVIX: DFSVX (1.64) vs HRVIX (0.49). 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 : 5.62 vs. HRVIX (-0.53). DFSVX return over 5 years is better than : 80.15 vs. HRVIX (8.00).
| 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 | 1.483 | -0.893 | -166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 279M | 5,771% |
| Annual Yield % from dividends | 1.64 | 0.49 | 333% |
| Returns for 1 year | 5.62 | -0.53 | -1,059% |
| Returns for 3 years | 16.09 | -5.62 | -286% |
| Returns for 5 years | 80.15 | 8.00 | 1,002% |
| Returns for 10 years | 50.63 | 36.18 | 140% |
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