Interact to see
Advertisement
Advertisement
DFSVX vs HRTVX
DFSVX vs HRTVX Comparison
Open Charts DFSVX vs HRTVX
DFSVX vs HRTVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. HRTVX commentary
Jun 24, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.9B vs. HRTVX (1.13B). DFSVX pays higher dividends than HRTVX: DFSVX (1.51) vs HRTVX (0.48). DFSVX was incepted earlier than HRTVX: DFSVX (33 years) vs HRTVX (42 years). HRTVX (1.09) is less costly to investors than DFSVX (0.31). HRTVX is a more actively managed with annual turnover of: 44.00 vs. DFSVX (7.00). 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 : 34.64 vs. HRTVX (30.86). DFSVX return over 5 years is better than : 42.04 vs. HRTVX (24.55).
| DFSVX | HRTVX | DFSVX / HRTVX | |
| Total Expense Ratio | 0.31 | 1.09 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.09 | 28% |
| Fund Existence | 33 years | 42 years | - |
| Gain YTD | 16.824 | 21.671 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 1.13B | 1,668% |
| Annual Yield % from dividends | 1.51 | 0.48 | 314% |
| Returns for 1 year | 34.64 | 30.86 | 112% |
| Returns for 3 years | 61.14 | 51.47 | 119% |
| Returns for 5 years | 42.04 | 24.55 | 171% |
| Returns for 10 years | 109.08 | 82.13 | 133% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement