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DFSVX vs HRTVX
DFSVX vs HRTVX Comparison
Open Charts DFSVX vs HRTVX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
Heartland Value Investor
Price$53.85
Change+$0.23 (+0.43%)
VolumeN/A
Net Assets861.96M
DFSVX vs HRTVX Comparison Chart in %
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DFSVX vs. HRTVX commentary
Sep 08, 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 HRTVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. HRTVX (862M). DFSVX pays higher dividends than HRTVX: DFSVX (1.52) vs HRTVX (0.68). DFSVX was incepted earlier than HRTVX: DFSVX (33 years) vs HRTVX (41 years). HRTVX (1.06) is less costly to investors than DFSVX (0.31). HRTVX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HRTVX: DFSVX (0) vs HRTVX (1000). DFSVX (11.40) and HRTVX (10.91) have marching annual gain over last year. DFSVX return over 5 years is better than : 94.21 vs. HRTVX (54.46).
| DFSVX | HRTVX | DFSVX / HRTVX | |
| Total Expense Ratio | 0.31 | 1.06 | 29% |
| Annual Report Gross Expense Ratio | 0.31 | 1.06 | 29% |
| Fund Existence | 33 years | 41 years | - |
| Gain YTD | 6.765 | 12.704 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 862M | 1,949% |
| Annual Yield % from dividends | 1.52 | 0.68 | 224% |
| Returns for 1 year | 11.40 | 10.91 | 104% |
| Returns for 3 years | 35.36 | 33.08 | 107% |
| Returns for 5 years | 94.21 | 54.46 | 173% |
| Returns for 10 years | 64.86 | 44.65 | 145% |