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DFFVX vs HRVIX
DFFVX vs HRVIX Comparison
Open Charts DFFVX vs HRVIX
DFA US Targeted Value I
Price$35.14
Change+$0.63 (+1.83%)
VolumeN/A
Net Assets13.04B
Heartland Value Plus Investor
Price$35.42
Change+$0.53 (+1.52%)
VolumeN/A
Net Assets282.7M
DFFVX vs HRVIX Comparison Chart in %
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DFFVX vs. HRVIX commentary
Oct 14, 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 HRVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13B vs. HRVIX (283M). DFFVX pays higher dividends than HRVIX: DFFVX (1.68) vs HRVIX (0.47). DFFVX was incepted earlier than HRVIX: DFFVX (26 years) vs HRVIX (32 years). HRVIX (1.21) is less costly to investors than DFFVX (0.30). HRVIX is a more actively managed with annual turnover of: 68.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than HRVIX: DFFVX (0) vs HRVIX (1000). DFFVX annual gain was more profitable for investors over the last year : 4.38 vs. HRVIX (-6.44). DFFVX return over 5 years is better than : 92.59 vs. HRVIX (8.75).
| DFFVX | HRVIX | DFFVX / HRVIX | |
| Total Expense Ratio | 0.29 | 1.21 | 24% |
| Annual Report Gross Expense Ratio | 0.30 | 1.21 | 25% |
| Fund Existence | 26 years | 32 years | - |
| Gain YTD | 3.703 | -2.624 | -141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13B | 283M | 4,594% |
| Annual Yield % from dividends | 1.68 | 0.47 | 359% |
| Returns for 1 year | 4.38 | -6.44 | -68% |
| Returns for 3 years | 38.98 | 6.40 | 609% |
| Returns for 5 years | 92.59 | 8.75 | 1,058% |
| Returns for 10 years | 74.35 | 37.11 | 200% |
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