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DFSVX vs HNTVX
DFSVX vs HNTVX Comparison
Open Charts DFSVX vs HNTVX
DFA US Small Cap Value I
Price$50.77
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets16.61B
Heartland Value Institutional
Price$55.29
Change-$0.26 (-0.47%)
VolumeN/A
Net Assets862.1M
DFSVX vs HNTVX Comparison Chart in %
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DFSVX vs. HNTVX commentary
Sep 17, 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 Hold and HNTVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. HNTVX (862M). DFSVX pays higher dividends than HNTVX: DFSVX (1.52) vs HNTVX (0.80). 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 (8.53) and DFSVX (8.31) have marching annual gain over last year. DFSVX return over 5 years is better than : 94.84 vs. HNTVX (55.55).
| 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 | 5.580 | 12.952 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 862M | 1,926% |
| Annual Yield % from dividends | 1.52 | 0.80 | 191% |
| Returns for 1 year | 8.31 | 8.53 | 97% |
| Returns for 3 years | 33.93 | 34.47 | 98% |
| Returns for 5 years | 94.84 | 55.55 | 171% |
| Returns for 10 years | 65.24 | 48.22 | 135% |
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