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DFSVX vs HRVIX
DFSVX vs HRVIX Comparison
Open Charts DFSVX vs HRVIX
DFA US Small Cap Value I
Price$47.15
Change+$0.20 (+0.43%)
VolumeN/A
Net Assets15.53B
Heartland Value Plus Investor
Price$34.55
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets271.74M
DFSVX vs HRVIX Comparison Chart in %
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DFSVX vs. HRVIX commentary
Aug 10, 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 Buy and HRVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. HRVIX (272M). DFSVX pays higher dividends than HRVIX: DFSVX (1.64) vs HRVIX (0.49). DFSVX was incepted earlier than HRVIX: DFSVX (32 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 : 4.26 vs. HRVIX (-1.99). DFSVX return over 5 years is better than : 78.17 vs. HRVIX (6.91).
| DFSVX | HRVIX | DFSVX / HRVIX | |
| Total Expense Ratio | 0.31 | 1.21 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.21 | 26% |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | -1.948 | -3.489 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 272M | 5,699% |
| Annual Yield % from dividends | 1.64 | 0.49 | 333% |
| Returns for 1 year | 4.26 | -1.99 | -215% |
| Returns for 3 years | 18.64 | -3.75 | -498% |
| Returns for 5 years | 78.17 | 6.91 | 1,132% |
| Returns for 10 years | 45.53 | 31.52 | 144% |
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