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DFSVX vs HRTVX
DFSVX vs HRTVX Comparison
Open Charts DFSVX vs HRTVX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
Heartland Value Investor
Price$50.98
Change-$0.37 (-0.72%)
VolumeN/A
Net Assets809.13M
DFSVX vs HRTVX Comparison Chart in %
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DFSVX vs. HRTVX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. HRTVX (809M). DFSVX pays higher dividends than HRTVX: DFSVX (1.64) vs HRTVX (0.73). DFSVX was incepted earlier than HRTVX: DFSVX (32 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 (5.62) and HRTVX (5.48) have marching annual gain over last year. DFSVX return over 5 years is better than : 80.15 vs. HRTVX (43.38).
| DFSVX | HRTVX | DFSVX / HRTVX | |
| Total Expense Ratio | 0.31 | 1.06 | 29% |
| Annual Report Gross Expense Ratio | 0.31 | 1.06 | 29% |
| Fund Existence | 32 years | 41 years | - |
| Gain YTD | 1.483 | 6.697 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 809M | 1,990% |
| Annual Yield % from dividends | 1.64 | 0.73 | 225% |
| Returns for 1 year | 5.62 | 5.48 | 103% |
| Returns for 3 years | 16.09 | 15.90 | 101% |
| Returns for 5 years | 80.15 | 43.38 | 185% |
| Returns for 10 years | 50.63 | 31.71 | 160% |
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