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DFFVX vs HRTVX
DFFVX vs HRTVX Comparison
Open Charts DFFVX vs HRTVX
DFA US Targeted Value I
Price$36.79
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets13.95B
Heartland Value Investor
Price$53.85
Change+$0.23 (+0.43%)
VolumeN/A
Net Assets861.96M
DFFVX vs HRTVX Comparison Chart in %
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DFFVX vs. HRTVX 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 DFFVX is a Buy and HRTVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. HRTVX (862M). DFFVX pays higher dividends than HRTVX: DFFVX (1.50) vs HRTVX (0.68). 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 : 13.85 vs. HRTVX (10.91). DFFVX return over 5 years is better than : 105.61 vs. HRTVX (54.46).
| 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 | 8.027 | 12.704 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 862M | 1,613% |
| Annual Yield % from dividends | 1.50 | 0.68 | 221% |
| Returns for 1 year | 13.85 | 10.91 | 127% |
| Returns for 3 years | 40.17 | 33.08 | 121% |
| Returns for 5 years | 105.61 | 54.46 | 194% |
| Returns for 10 years | 83.26 | 44.65 | 186% |