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DFFVX vs HUMEX
DFFVX vs HUMEX Comparison
Open Charts DFFVX vs HUMEX
DFA US Targeted Value I
Price$34.20
Change+$0.25 (+0.74%)
VolumeN/A
CapitalizationN/A
Huber Mid Cap Value Instl
Price$16.34
Change+$0.18 (+1.11%)
VolumeN/A
CapitalizationN/A
DFFVX vs HUMEX Comparison Chart
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DFFVX vs. HUMEX commentary
Dec 23, 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 DFFVX is a Hold and HUMEX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.5B vs. HUMEX (11.5M). DFFVX pays higher dividends than HUMEX: DFFVX (1.37) vs HUMEX (1.13). DFFVX was incepted earlier than HUMEX: DFFVX (25 years) vs HUMEX (9 years). HUMEX is a more actively managed with annual turnover of: 66.66 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than HUMEX: DFFVX (0) vs HUMEX (1000000). HUMEX annual gain was more profitable for investors over the last year : 12.54 vs. DFFVX (9.08). DFFVX return over 5 years is better than : 54.06 vs. HUMEX (31.83).
| DFFVX | HUMEX | DFFVX / HUMEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 8.802 | 12.077 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 11.5M | 117,391% |
| Annual Yield % from dividends | 1.37 | 1.13 | 122% |
| Returns for 1 year | 9.08 | 12.54 | 72% |
| Returns for 3 years | 20.92 | 15.34 | 136% |
| Returns for 5 years | 54.06 | 31.83 | 170% |
| Returns for 10 years | 62.99 | N/A | - |
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