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DFSVX vs HNTVX
DFSVX vs HNTVX Comparison
Open Charts DFSVX vs HNTVX
DFA US Small Cap Value I
Price$43.90
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets14.56B
Heartland Value Institutional
Price$46.93
Change+$0.06 (+0.13%)
VolumeN/A
Net Assets729.48M
DFSVX vs HNTVX Comparison Chart
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DFSVX vs. HNTVX commentary
May 11, 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 DFSVX is a Buy and HNTVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. HNTVX (729M). DFSVX pays higher dividends than HNTVX: DFSVX (1.75) vs HNTVX (0.97). DFSVX was incepted earlier than HNTVX: DFSVX (32 years) vs HNTVX (17 years). HNTVX (0.89) is less costly to investors than DFSVX (0.31). HNTVX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HNTVX: DFSVX (0) vs HNTVX (500000). HNTVX annual gain was more profitable for investors over the last year : -3.03 vs. DFSVX (-4.47). DFSVX return over 5 years is better than : 92.55 vs. HNTVX (60.70).
| DFSVX | HNTVX | DFSVX / HNTVX | |
| Total Expense Ratio | 0.31 | 0.89 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 0.89 | 35% |
| Fund Existence | 32 years | 17 years | - |
| Gain YTD | -9.153 | -4.575 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 729M | 2,003% |
| Annual Yield % from dividends | 1.75 | 0.97 | 181% |
| Returns for 1 year | -4.47 | -3.03 | 147% |
| Returns for 3 years | 13.88 | 15.86 | 88% |
| Returns for 5 years | 92.55 | 60.70 | 152% |
| Returns for 10 years | 29.01 | 11.22 | 258% |
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