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DFFVX vs HRVIX
DFFVX vs HRVIX Comparison
Open Charts DFFVX vs HRVIX
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
Heartland Value Plus Investor
Price$37.42
Change-$0.46 (-1.21%)
VolumeN/A
CapitalizationN/A
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DFFVX vs HRVIX Comparison Chart
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DFFVX vs. HRVIX 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 HRVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. HRVIX (304M). DFFVX pays higher dividends than HRVIX: DFFVX (1.37) vs HRVIX (0.87). DFFVX was incepted earlier than HRVIX: DFFVX (25 years) vs HRVIX (31 years). HRVIX is a more actively managed with annual turnover of: 53.00 vs. DFFVX (20.00). 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 : 22.61 vs. HRVIX (7.23). DFFVX return over 5 years is better than : 59.42 vs. HRVIX (12.79).
| DFFVX | HRVIX | DFFVX / HRVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 7.514 | 1.080 | 695% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 304M | 4,539% |
| Annual Yield % from dividends | 1.37 | 0.87 | 159% |
| Returns for 1 year | 22.61 | 7.23 | 313% |
| Returns for 3 years | 20.03 | -17.73 | -113% |
| Returns for 5 years | 59.42 | 12.79 | 465% |
| Returns for 10 years | 55.75 | 14.69 | 380% |
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