Heartland Value Investor (HRTVX) Stock Price & Analysis
Heartland Value Investor (HRTVX) closed at USD 60.2 on Friday, October 23, 2026, down 0.51% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 60.51; the Oct 23, 2026 session ranged USD 60.2–60.2 on volume of 0 shares. Market capitalization is —, with a 52-week range of USD 50.12–65.02 (NAS). Source: Nexqual, retrieved October 24, 2026 at 02:21 UTC.
Also available as compact Markdown for AI agents: nexqual.com/HRTVX.md
Key facts (HRTVX)
- Total return with dividends: 1Y +21.6% vs S&P 500 +13.4%; 5Y +70.1% vs S&P 500 +76.9%.
Total return (dividends reinvested) (HRTVX)
| 1Y (from 2025-10-24) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +21.6% | +70.1% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +21.6% | +11.2% |
| Volatility (annualized) | 15.8% | 17.9% |
| Max drawdown | -9.5% (Feb 2026→Mar 2026) | -20.4% (Nov 2021→Sep 2022) |
Key Statistics (as of October 24, 2026 at 02:21 UTC)
| Price | USD 60.2 |
|---|---|
| Change | ▼ 0.51% (down) |
| Previous Close | USD 60.51 |
| Open | USD 60.2 |
| Day Range | USD 60.2 – 60.2 |
| 52-Week Range | USD 50.12 – 65.02 |
| Volume | 0 shares |
| Market Cap | — |
| Exchange | NAS |
Technical Analysis (HRTVX)
Nexqual's technical model rates HRTVX "SELL" based on 1 bullish and 4 bearish signals across 127 daily candles, as of October 24, 2026 at 02:21 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 43.58 (neutral) |
| vs SMA50 | Below (USD 61.71) |
| MACD | -0.33 (negative) |
Financial Health Score (HRTVX)
Nexqual rates Heartland Value Investor's overall financial health "Mixed" across five dimensions, as of October 24, 2026 at 02:21 UTC.
| Growth | Mixed — No data |
|---|---|
| Profitability | Mixed — No data |
| Balance Sheet | Mixed — No data |
| Cash Flow | Mixed — No data |
| Efficiency | Mixed — No data |
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| MUHLX | Muhlenkamp Fund | USD 86.8 | ▼ 0% |
| HRVIX | Heartland Value Plus Fund Inves | USD 42.06 | ▼ 0% |
| BUFSX | Buffalo Small Cap Fund Inc. | USD 16.28 | ▼ 0% |
| PSLAX | Putnam Small Cap Value A Shares | USD 17.87 | ▼ 0% |
| DAGVX | BNY Mellon Dynamic Value Fund C | USD 58.01 | ▲ 0% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 24, 2026 at 02:21 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt