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DFSVX vs HNTVX
DFSVX vs HNTVX Comparison
Open Charts DFSVX vs HNTVX
DFA US Small Cap Value I
Price$50.58
Change-$0.27 (-0.53%)
VolumeN/A
Net Assets16.73B
Heartland Value Institutional
Price$54.44
Change-$0.44 (-0.80%)
VolumeN/A
Net Assets844.04M
DFSVX vs HNTVX Comparison Chart in %
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DFSVX vs. HNTVX commentary
Aug 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. HNTVX (844M). DFSVX pays higher dividends than HNTVX: DFSVX (1.64) vs HNTVX (0.86). DFSVX was incepted earlier than HNTVX: DFSVX (33 years) vs HNTVX (17 years). HNTVX (0.91) 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 : 6.26 vs. DFSVX (5.56). DFSVX return over 5 years is better than : 91.40 vs. HNTVX (53.18).
| DFSVX | HNTVX | DFSVX / HNTVX | |
| Total Expense Ratio | 0.31 | 0.91 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 0.91 | 34% |
| Fund Existence | 33 years | 17 years | - |
| Gain YTD | 5.185 | 11.590 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 844M | 1,979% |
| Annual Yield % from dividends | 1.64 | 0.86 | 191% |
| Returns for 1 year | 5.56 | 6.26 | 89% |
| Returns for 3 years | 25.27 | 26.56 | 95% |
| Returns for 5 years | 91.40 | 53.18 | 172% |
| Returns for 10 years | 62.77 | 46.36 | 135% |
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