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DFSVX vs HRVIX
DFSVX vs HRVIX Comparison
Open Charts DFSVX vs HRVIX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Heartland Value Plus Investor
Price$37.42
Change-$0.46 (-1.21%)
VolumeN/A
CapitalizationN/A
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DFSVX vs HRVIX Comparison Chart
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DFSVX vs. HRVIX commentary
Sep 21, 2024
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 HRVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. HRVIX (304M). DFSVX pays higher dividends than HRVIX: DFSVX (1.44) vs HRVIX (0.87). DFSVX was incepted earlier than HRVIX: DFSVX (32 years) vs HRVIX (31 years). HRVIX is a more actively managed with annual turnover of: 53.00 vs. DFSVX (25.00). 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 : 22.84 vs. HRVIX (7.23). DFSVX return over 5 years is better than : 55.21 vs. HRVIX (12.79).
| DFSVX | HRVIX | DFSVX / HRVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 31 years | - |
| Gain YTD | 8.788 | 1.080 | 813% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 304M | 5,493% |
| Annual Yield % from dividends | 1.44 | 0.87 | 166% |
| Returns for 1 year | 22.84 | 7.23 | 316% |
| Returns for 3 years | 17.09 | -17.73 | -96% |
| Returns for 5 years | 55.21 | 12.79 | 432% |
| Returns for 10 years | 44.49 | 14.69 | 303% |
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