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DFFVX vs HRTVX
DFFVX vs HRTVX Comparison
Open Charts DFFVX vs HRTVX
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
Heartland Value Investor
Price$50.66
Change-$0.56 (-1.09%)
VolumeN/A
CapitalizationN/A
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DFFVX vs HRTVX Comparison Chart
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DFFVX vs. HRTVX commentary
Sep 21, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. HRTVX (771M). DFFVX pays higher dividends than HRTVX: DFFVX (1.37) vs HRTVX (0.67). DFFVX was incepted earlier than HRTVX: DFFVX (25 years) vs HRTVX (40 years). HRTVX is a more actively managed with annual turnover of: 43.00 vs. DFFVX (20.00). 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 : 22.61 vs. HRTVX (19.50). DFFVX return over 5 years is better than : 59.42 vs. HRTVX (36.51).
| DFFVX | HRTVX | DFFVX / HRTVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 40 years | - |
| Gain YTD | 7.514 | 12.603 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 771M | 1,790% |
| Annual Yield % from dividends | 1.37 | 0.67 | 207% |
| Returns for 1 year | 22.61 | 19.50 | 116% |
| Returns for 3 years | 20.03 | 6.51 | 308% |
| Returns for 5 years | 59.42 | 36.51 | 163% |
| Returns for 10 years | 55.75 | 7.95 | 702% |
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