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DFSVX vs HNTVX
DFSVX vs HNTVX Comparison
Open Charts DFSVX vs HNTVX
DFA US Small Cap Value I
Price$49.54
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Heartland Value Institutional
Price$53.48
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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DFSVX vs HNTVX Comparison Chart
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DFSVX vs. HNTVX commentary
Oct 18, 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 DFSVX is a Buy and HNTVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. HNTVX (767M). DFSVX pays higher dividends than HNTVX: DFSVX (1.44) vs HNTVX (0.81). DFSVX was incepted earlier than HNTVX: DFSVX (32 years) vs HNTVX (16 years). HNTVX is a more actively managed with annual turnover of: 43.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than HNTVX: DFSVX (0) vs HNTVX (500000). DFSVX annual gain was more profitable for investors over the last year : 25.49 vs. HNTVX (23.16). DFSVX return over 5 years is better than : 60.36 vs. HNTVX (44.56).
| DFSVX | HNTVX | DFSVX / HNTVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 16 years | - |
| Gain YTD | 11.502 | 15.783 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 767M | 2,164% |
| Annual Yield % from dividends | 1.44 | 0.81 | 179% |
| Returns for 1 year | 25.49 | 23.16 | 110% |
| Returns for 3 years | 11.27 | 3.79 | 298% |
| Returns for 5 years | 60.36 | 44.56 | 135% |
| Returns for 10 years | 56.09 | 19.44 | 289% |
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