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DFFVX vs HUMEX
DFFVX vs HUMEX Comparison
Open Charts DFFVX vs HUMEX
DFA US Targeted Value I
Price$29.89
Change-$2.47 (-7.63%)
VolumeN/A
Net Assets12.56B
Huber Mid Cap Value Instl
Price$14.34
Change-$1.22 (-7.84%)
VolumeN/A
Net Assets10.91M
DFFVX vs HUMEX Comparison Chart
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DFFVX vs. HUMEX commentary
Apr 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: 12.6B vs. HUMEX (10.9M). 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 : 1.11 vs. DFFVX (0.60). DFFVX return over 5 years is better than : 165.27 vs. HUMEX (115.72).
| 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 | -5.436 | -6.095 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 10.9M | 115,596% |
| Annual Yield % from dividends | 1.63 | 1.29 | 126% |
| Returns for 1 year | 0.60 | 1.11 | 54% |
| Returns for 3 years | 11.44 | 2.49 | 459% |
| Returns for 5 years | 165.27 | 115.72 | 143% |
| Returns for 10 years | 48.10 | N/A | - |
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