Ad is loading...
DFSVX vs HRTVX
DFSVX vs HRTVX Comparison
Open Charts DFSVX vs HRTVX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Heartland Value Investor
Price$50.66
Change-$0.56 (-1.09%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DFSVX vs HRTVX Comparison Chart
Loading...
DFSVX vs. HRTVX commentary
Sep 21, 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 StrongBuy and HRTVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. HRTVX (771M). DFSVX pays higher dividends than HRTVX: DFSVX (1.44) vs HRTVX (0.67). DFSVX was incepted earlier than HRTVX: DFSVX (32 years) vs HRTVX (40 years). HRTVX is a more actively managed with annual turnover of: 43.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than HRTVX: DFSVX (0) vs HRTVX (1000). DFSVX annual gain was more profitable for investors over the last year : 22.84 vs. HRTVX (19.50). DFSVX return over 5 years is better than : 55.21 vs. HRTVX (36.51).
| DFSVX | HRTVX | DFSVX / HRTVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 40 years | - |
| Gain YTD | 8.788 | 12.603 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 771M | 2,166% |
| Annual Yield % from dividends | 1.44 | 0.67 | 216% |
| Returns for 1 year | 22.84 | 19.50 | 117% |
| Returns for 3 years | 17.09 | 6.51 | 263% |
| Returns for 5 years | 55.21 | 36.51 | 151% |
| Returns for 10 years | 44.49 | 7.95 | 560% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SPLB | 24.29 | N/A | N/A |
| SPDR® Portfolio Long Term Corp Bd ETF | |||
| BSJS | 22.17 | N/A | N/A |
| Invesco BulletShares 2028 HY Corp Bd ETF | |||
| APRZ | 34.33 | -0.05 | -0.14% |
| TrueShares Structured Outcome April ETF | |||
| XCCC | 39.57 | -0.08 | -0.20% |
| BondBloxx CCC Rated USD HY Corp Bd ETF | |||
| VOE | 166.26 | -0.76 | -0.46% |
| Vanguard Mid-Cap Value ETF | |||