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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
Aug 23, 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: 19.7B vs. HRTVX (1.2B). DFSVX pays higher dividends than HRTVX: DFSVX (1.50) vs HRTVX (0.46). DFSVX was incepted earlier than HRTVX: DFSVX (34 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 : 31.52 vs. HRTVX (26.36). DFSVX return over 5 years is better than : 54.66 vs. HRTVX (35.84).
| DFSVX | HRTVX | DFSVX / HRTVX | |
| Total Expense Ratio | 0.31 | 1.09 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.09 | 28% |
| Fund Existence | 34 years | 42 years | - |
| Gain YTD | 23.034 | 26.852 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 1.2B | 1,644% |
| Annual Yield % from dividends | 1.50 | 0.46 | 325% |
| Returns for 1 year | 31.52 | 26.36 | 120% |
| Returns for 3 years | 61.32 | 50.65 | 121% |
| Returns for 5 years | 54.66 | 35.84 | 153% |
| Returns for 10 years | 101.85 | 73.79 | 138% |
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