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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 03, 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 StrongBuy and HRTVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.5B vs. HRTVX (1.17B). DFSVX pays higher dividends than HRTVX: DFSVX (1.50) 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 annual gain was more profitable for investors over the last year : 34.39 vs. HRTVX (28.88). DFSVX return over 5 years is better than : 50.66 vs. HRTVX (28.76).
| 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 | 21.336 | 24.251 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.5B | 1.17B | 1,665% |
| Annual Yield % from dividends | 1.50 | 0.46 | 325% |
| Returns for 1 year | 34.39 | 28.88 | 119% |
| Returns for 3 years | 50.37 | 42.78 | 118% |
| Returns for 5 years | 50.66 | 28.76 | 176% |
| Returns for 10 years | 107.71 | 75.26 | 143% |
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