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DFFVX vs HUMEX
DFFVX vs HUMEX Comparison
Open Charts DFFVX vs HUMEX
DFA US Targeted Value I
Price$33.38
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets12.93B
Huber Mid Cap Value Instl
Price$15.73
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets11.92M
DFFVX vs HUMEX Comparison Chart in %
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DFFVX vs. HUMEX commentary
Jun 28, 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 Buy and HUMEX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.9B vs. HUMEX (11.9M). DFFVX pays higher dividends than HUMEX: DFFVX (1.62) vs HUMEX (1.31). DFFVX was incepted earlier than HUMEX: DFFVX (25 years) vs HUMEX (10 years). HUMEX (2.10) is less costly to investors than DFFVX (0.30). HUMEX is a more actively managed with annual turnover of: 63.23 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than HUMEX: DFFVX (0) vs HUMEX (1000000). DFFVX annual gain was more profitable for investors over the last year : 7.86 vs. HUMEX (5.20). DFFVX return over 5 years is better than : 114.11 vs. HUMEX (83.37).
| DFFVX | HUMEX | DFFVX / HUMEX | |
| Total Expense Ratio | 0.29 | 1.11 | 26% |
| Annual Report Gross Expense Ratio | 0.30 | 2.10 | 14% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | -1.986 | -5.552 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 11.9M | 108,403% |
| Annual Yield % from dividends | 1.62 | 1.31 | 123% |
| Returns for 1 year | 7.86 | 5.20 | 151% |
| Returns for 3 years | 29.69 | 12.73 | 233% |
| Returns for 5 years | 114.11 | 83.37 | 137% |
| Returns for 10 years | 54.95 | N/A | - |
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