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DFFVX vs HUMEX
DFFVX vs HUMEX Comparison
Open Charts DFFVX vs HUMEX
DFA US Targeted Value I
Price$34.26
Change-$0.16 (-0.46%)
VolumeN/A
Net Assets13.19B
Huber Mid Cap Value Instl
Price$16.04
Change+$0.13 (+0.82%)
VolumeN/A
Net Assets12.12M
DFFVX vs HUMEX Comparison Chart in %
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DFFVX vs. HUMEX commentary
Jul 19, 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: 13.2B vs. HUMEX (12.1M). DFFVX pays higher dividends than HUMEX: DFFVX (1.63) vs HUMEX (1.26). 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 : 1.83 vs. HUMEX (-1.43). DFFVX return over 5 years is better than : 105.89 vs. HUMEX (73.74).
| 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 | 1.068 | -3.983 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 12.1M | 109,091% |
| Annual Yield % from dividends | 1.63 | 1.26 | 130% |
| Returns for 1 year | 1.83 | -1.43 | -128% |
| Returns for 3 years | 35.97 | 18.00 | 200% |
| Returns for 5 years | 105.89 | 73.74 | 144% |
| Returns for 10 years | 62.26 | N/A | - |
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