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DFFVX vs HUMEX
DFFVX vs HUMEX Comparison
Open Charts DFFVX vs HUMEX
DFA US Targeted Value I
Price$30.36
Change+$0.58 (+1.95%)
VolumeN/A
Net Assets11.69B
Huber Mid Cap Value Instl
Price$14.60
Change+$0.32 (+2.24%)
VolumeN/A
Net Assets11.07M
DFFVX vs HUMEX Comparison Chart
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DFFVX vs. HUMEX commentary
Apr 25, 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: 11.7B vs. HUMEX (11.1M). DFFVX pays higher dividends than HUMEX: DFFVX (1.63) vs HUMEX (1.29). DFFVX was incepted earlier than HUMEX: DFFVX (25 years) vs HUMEX (9 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). HUMEX annual gain was more profitable for investors over the last year : -4.51 vs. DFFVX (-6.12). DFFVX return over 5 years is better than : 108.04 vs. HUMEX (65.64).
| 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 | 9 years | - |
| Gain YTD | -14.027 | -13.820 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 11.1M | 105,405% |
| Annual Yield % from dividends | 1.63 | 1.29 | 126% |
| Returns for 1 year | -6.12 | -4.51 | 136% |
| Returns for 3 years | 4.65 | -2.16 | -215% |
| Returns for 5 years | 108.04 | 65.64 | 165% |
| Returns for 10 years | 34.47 | N/A | - |
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