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DFSVX vs HRTVX
DFSVX vs HRTVX Comparison
Open Charts DFSVX vs HRTVX
DFSVX vs HRTVX Comparison Chart in %
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DFSVX vs. HRTVX commentary
Jul 14, 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 Buy and HRTVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.1B vs. HRTVX (1.16B). DFSVX pays higher dividends than HRTVX: DFSVX (1.54) vs HRTVX (0.46). 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 (27.77) and HRTVX (26.55) have marching annual gain over last year. DFSVX return over 5 years is better than : 49.27 vs. HRTVX (29.62).
| 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 | 18.935 | 24.212 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1B | 1.16B | 1,651% |
| Annual Yield % from dividends | 1.54 | 0.46 | 335% |
| Returns for 1 year | 27.77 | 26.55 | 105% |
| Returns for 3 years | 54.48 | 47.85 | 114% |
| Returns for 5 years | 49.27 | 29.62 | 166% |
| Returns for 10 years | 99.33 | 75.96 | 131% |
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