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DFSVX vs HNVIX
DFSVX vs HNVIX Comparison
Open Charts DFSVX vs HNVIX
DFA US Small Cap Value I
Price$47.04
Change-$0.11 (-0.23%)
VolumeN/A
Net Assets15.53B
Heartland Value Plus Institutional
Price$34.16
Change-$0.16 (-0.47%)
VolumeN/A
Net Assets271.74M
DFSVX vs HNVIX Comparison Chart in %
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DFSVX vs. HNVIX commentary
Aug 12, 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 HNVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. HNVIX (272M). DFSVX pays higher dividends than HNVIX: DFSVX (1.64) vs HNVIX (0.80). DFSVX was incepted earlier than HNVIX: DFSVX (32 years) vs HNVIX (17 years). HNVIX (0.94) is less costly to investors than DFSVX (0.31). HNVIX is a more actively managed with annual turnover of: 68.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HNVIX: DFSVX (0) vs HNVIX (500000). DFSVX annual gain was more profitable for investors over the last year : 4.25 vs. HNVIX (-1.55). DFSVX return over 5 years is better than : 73.17 vs. HNVIX (5.45).
| DFSVX | HNVIX | DFSVX / HNVIX | |
| Total Expense Ratio | 0.31 | 0.94 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 0.94 | 33% |
| Fund Existence | 32 years | 17 years | - |
| Gain YTD | -2.177 | -3.433 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 272M | 5,699% |
| Annual Yield % from dividends | 1.64 | 0.80 | 206% |
| Returns for 1 year | 4.25 | -1.55 | -274% |
| Returns for 3 years | 12.67 | -7.21 | -176% |
| Returns for 5 years | 73.17 | 5.45 | 1,343% |
| Returns for 10 years | 44.90 | 34.32 | 131% |
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