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DFFVX vs HNTVX
DFFVX vs HNTVX Comparison
Open Charts DFFVX vs HNTVX
DFA US Targeted Value I
Price$31.62
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets12.26B
Heartland Value Institutional
Price$46.93
Change+$0.06 (+0.13%)
VolumeN/A
Net Assets729.48M
DFFVX vs HNTVX Comparison Chart
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DFFVX vs. HNTVX commentary
May 11, 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 DFFVX is a Buy and HNTVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.3B vs. HNTVX (729M). DFFVX pays higher dividends than HNTVX: DFFVX (1.71) vs HNTVX (0.97). DFFVX was incepted earlier than HNTVX: DFFVX (25 years) vs HNTVX (17 years). HNTVX (0.89) is less costly to investors than DFFVX (0.30). HNTVX is a more actively managed with annual turnover of: 34.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than HNTVX: DFFVX (0) vs HNTVX (500000). DFFVX annual gain was more profitable for investors over the last year : -2.42 vs. HNTVX (-3.03). DFFVX return over 5 years is better than : 105.73 vs. HNTVX (60.70).
| DFFVX | HNTVX | DFFVX / HNTVX | |
| Total Expense Ratio | 0.29 | 0.89 | 33% |
| Annual Report Gross Expense Ratio | 0.30 | 0.89 | 34% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | -7.598 | -4.575 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 729M | 1,687% |
| Annual Yield % from dividends | 1.71 | 0.97 | 177% |
| Returns for 1 year | -2.42 | -3.03 | 80% |
| Returns for 3 years | 18.29 | 15.86 | 115% |
| Returns for 5 years | 105.73 | 60.70 | 174% |
| Returns for 10 years | 45.65 | 11.22 | 407% |
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