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DFSVX vs HRVIX
DFSVX vs HRVIX Comparison
Open Charts DFSVX vs HRVIX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
Heartland Value Plus Investor
Price$36.98
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets288.45M
DFSVX vs HRVIX Comparison Chart in %
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DFSVX vs. HRVIX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. HRVIX (288M). DFSVX pays higher dividends than HRVIX: DFSVX (1.52) vs HRVIX (0.46). 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 : 11.40 vs. HRVIX (2.61). DFSVX return over 5 years is better than : 94.21 vs. HRVIX (15.79).
| 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 | 6.765 | 3.210 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 288M | 5,833% |
| Annual Yield % from dividends | 1.52 | 0.46 | 328% |
| Returns for 1 year | 11.40 | 2.61 | 436% |
| Returns for 3 years | 35.36 | 9.39 | 376% |
| Returns for 5 years | 94.21 | 15.79 | 597% |
| Returns for 10 years | 64.86 | 49.18 | 132% |
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