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DFSVX vs HRVIX
DFSVX vs HRVIX Comparison
Open Charts DFSVX vs HRVIX
DFA US Small Cap Value I
Price$49.00
Change+$0.97 (+2.02%)
VolumeN/A
Net Assets15.61B
Heartland Value Plus Investor
Price$35.42
Change+$0.53 (+1.52%)
VolumeN/A
Net Assets282.7M
DFSVX vs HRVIX Comparison Chart in %
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DFSVX vs. HRVIX commentary
Oct 14, 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: 15.6B vs. HRVIX (283M). DFSVX pays higher dividends than HRVIX: DFSVX (1.66) vs HRVIX (0.47). 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 : 2.38 vs. HRVIX (-6.44). DFSVX return over 5 years is better than : 82.15 vs. HRVIX (8.75).
| 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 | 2.392 | -2.624 | -91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6B | 283M | 5,512% |
| Annual Yield % from dividends | 1.66 | 0.47 | 355% |
| Returns for 1 year | 2.38 | -6.44 | -37% |
| Returns for 3 years | 33.19 | 6.40 | 519% |
| Returns for 5 years | 82.15 | 8.75 | 939% |
| Returns for 10 years | 56.21 | 37.11 | 151% |
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