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DFFVX vs HUMEX
DFFVX vs HUMEX Comparison
Open Charts DFFVX vs HUMEX
DFA US Targeted Value I
Price$35.47
Change-$0.38 (-1.06%)
VolumeN/A
Net Assets13.89B
Huber Mid Cap Value Instl
Price$17.13
Change-$0.28 (-1.61%)
VolumeN/A
Net Assets12.21M
DFFVX vs HUMEX Comparison Chart
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DFFVX vs. HUMEX commentary
Feb 01, 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 DFFVX is a StrongBuy and HUMEX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. HUMEX (12.2M). 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 : 21.67 vs. DFFVX (17.82). DFFVX return over 5 years is better than : 72.33 vs. HUMEX (49.97).
| 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 | 4.306 | 3.862 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 12.2M | 113,934% |
| Annual Yield % from dividends | 1.37 | 1.13 | 122% |
| Returns for 1 year | 17.82 | 21.67 | 82% |
| Returns for 3 years | 26.32 | 21.74 | 121% |
| Returns for 5 years | 72.33 | 49.97 | 145% |
| Returns for 10 years | 75.86 | N/A | - |
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