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DFSVX vs HRTVX
DFSVX vs HRTVX Comparison
Open Charts DFSVX vs HRTVX
DFA US Small Cap Value I
Price$48.41
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets15.71B
Heartland Value Investor
Price$50.89
Change-$0.11 (-0.22%)
VolumeN/A
Net Assets812.22M
DFSVX vs HRTVX Comparison Chart in %
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DFSVX vs. HRTVX commentary
Nov 20, 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 HRTVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. HRTVX (812M). DFSVX pays higher dividends than HRTVX: DFSVX (1.69) vs HRTVX (0.69). 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 annual gain was more profitable for investors over the last year : -3.00 vs. HRTVX (-4.38). DFSVX return over 5 years is better than : 61.32 vs. HRTVX (31.18).
| 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 | 1.159 | 6.739 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 812M | 1,933% |
| Annual Yield % from dividends | 1.69 | 0.69 | 245% |
| Returns for 1 year | -3.00 | -4.38 | 68% |
| Returns for 3 years | 17.38 | 21.50 | 81% |
| Returns for 5 years | 61.32 | 31.18 | 197% |
| Returns for 10 years | 53.46 | 33.88 | 158% |
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