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DFSVX vs HRVIX
DFSVX vs HRVIX Comparison
Open Charts DFSVX vs HRVIX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets15.16B
Heartland Value Plus Investor
Price$32.45
Change-$0.57 (-1.73%)
VolumeN/A
Net Assets266.35M
DFSVX vs HRVIX Comparison Chart
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DFSVX vs. HRVIX commentary
Jun 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: 15.2B vs. HRVIX (266M). DFSVX pays higher dividends than HRVIX: DFSVX (1.65) vs HRVIX (0.53). 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 : 1.83 vs. HRVIX (-5.49). DFSVX return over 5 years is better than : 86.94 vs. HRVIX (8.12).
| 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 | -6.462 | -9.433 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 266M | 5,714% |
| Annual Yield % from dividends | 1.65 | 0.53 | 313% |
| Returns for 1 year | 1.83 | -5.49 | -33% |
| Returns for 3 years | 19.38 | -5.14 | -377% |
| Returns for 5 years | 86.94 | 8.12 | 1,071% |
| Returns for 10 years | 30.89 | 11.00 | 281% |
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