Ad is loading...
DFFVX vs HUMEX
DFFVX vs HUMEX Comparison
Open Charts DFFVX vs HUMEX
DFA US Targeted Value I
Price$33.03
Change-$0.80 (-2.36%)
VolumeN/A
Net Assets13.04B
Huber Mid Cap Value Instl
Price$16.16
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets11.33M
DFFVX vs HUMEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. HUMEX commentary
Mar 04, 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 Hold and HUMEX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13B vs. HUMEX (11.3M). 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 : 11.37 vs. DFFVX (8.30). DFFVX return over 5 years is better than : 82.70 vs. HUMEX (55.06).
| 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 | -1.571 | -2.474 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13B | 11.3M | 115,044% |
| Annual Yield % from dividends | 1.37 | 1.13 | 122% |
| Returns for 1 year | 8.30 | 11.37 | 73% |
| Returns for 3 years | 19.16 | 13.76 | 139% |
| Returns for 5 years | 82.70 | 55.06 | 150% |
| Returns for 10 years | 57.05 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers