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DFFVX vs HRTVX
DFFVX vs HRTVX Comparison
Open Charts DFFVX vs HRTVX
DFA US Targeted Value I
Price$34.99
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets13.31B
Heartland Value Investor
Price$50.98
Change-$0.37 (-0.72%)
VolumeN/A
Net Assets809.13M
DFFVX vs HRTVX Comparison Chart in %
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DFFVX vs. HRTVX 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 DFFVX is a Hold and HRTVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. HRTVX (809M). DFFVX pays higher dividends than HRTVX: DFFVX (1.62) vs HRTVX (0.73). DFFVX was incepted earlier than HRTVX: DFFVX (26 years) vs HRTVX (41 years). HRTVX (1.06) is less costly to investors than DFFVX (0.30). HRTVX is a more actively managed with annual turnover of: 34.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than HRTVX: DFFVX (0) vs HRTVX (1000). DFFVX annual gain was more profitable for investors over the last year : 8.01 vs. HRTVX (5.48). DFFVX return over 5 years is better than : 91.20 vs. HRTVX (43.38).
| DFFVX | HRTVX | DFFVX / HRTVX | |
| Total Expense Ratio | 0.29 | 1.06 | 27% |
| Annual Report Gross Expense Ratio | 0.30 | 1.06 | 28% |
| Fund Existence | 26 years | 41 years | - |
| Gain YTD | 2.742 | 6.697 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 809M | 1,644% |
| Annual Yield % from dividends | 1.62 | 0.73 | 221% |
| Returns for 1 year | 8.01 | 5.48 | 146% |
| Returns for 3 years | 20.63 | 15.90 | 130% |
| Returns for 5 years | 91.20 | 43.38 | 210% |
| Returns for 10 years | 66.57 | 31.71 | 210% |
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