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DFSVX vs HRVIX
DFSVX vs HRVIX Comparison
Open Charts DFSVX vs HRVIX
DFA US Small Cap Value I
Price$48.41
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets15.71B
Heartland Value Plus Investor
Price$34.54
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets276.12M
DFSVX vs HRVIX Comparison Chart in %
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DFSVX vs. HRVIX 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 HRVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. HRVIX (276M). DFSVX pays higher dividends than HRVIX: DFSVX (1.69) vs HRVIX (0.48). DFSVX was incepted earlier than HRVIX: DFSVX (33 years) vs HRVIX (32 years). HRVIX (1.21) is less costly to investors than DFSVX (0.31). HRVIX is a more actively managed with annual turnover of: 68.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HRVIX: DFSVX (0) vs HRVIX (1000). DFSVX annual gain was more profitable for investors over the last year : -3.00 vs. HRVIX (-10.59). DFSVX return over 5 years is better than : 61.32 vs. HRVIX (-1.37).
| DFSVX | HRVIX | DFSVX / HRVIX | |
| Total Expense Ratio | 0.31 | 1.21 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.21 | 26% |
| Fund Existence | 33 years | 32 years | - |
| Gain YTD | 1.159 | -3.712 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 276M | 5,688% |
| Annual Yield % from dividends | 1.69 | 0.48 | 352% |
| Returns for 1 year | -3.00 | -10.59 | 28% |
| Returns for 3 years | 17.38 | -7.61 | -229% |
| Returns for 5 years | 61.32 | -1.37 | -4,461% |
| Returns for 10 years | 53.46 | 31.64 | 169% |
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