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DFSVX vs HRVIX
DFSVX vs HRVIX Comparison
Open Charts DFSVX vs HRVIX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
Heartland Value Plus Investor
Price$39.31
Change+$3.31 (+9.19%)
VolumeN/A
Net Assets305.64M
DFSVX vs HRVIX Comparison Chart in %
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DFSVX vs. HRVIX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. HRVIX (306M). DFSVX pays higher dividends than HRVIX: DFSVX (1.58) vs HRVIX (0.58). 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 (7.00). 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 : 17.52 vs. HRVIX (9.56). DFSVX return over 5 years is better than : 55.54 vs. HRVIX (-5.87).
| 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 | 9.431 | 9.225 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 306M | 5,850% |
| Annual Yield % from dividends | 1.58 | 0.58 | 274% |
| Returns for 1 year | 17.52 | 9.56 | 183% |
| Returns for 3 years | 35.91 | -0.06 | -59,228% |
| Returns for 5 years | 55.54 | -5.87 | -947% |
| Returns for 10 years | 121.92 | 91.68 | 133% |
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