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DFFVX vs HUMEX
DFFVX vs HUMEX Comparison
Open Charts DFFVX vs HUMEX
DFA US Targeted Value I
Price$32.67
Change+$0.46 (+1.43%)
VolumeN/A
Net Assets12.49B
Huber Mid Cap Value Instl
Price$15.48
Change+$0.21 (+1.38%)
VolumeN/A
Net Assets11.83M
DFFVX vs HUMEX Comparison Chart
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DFFVX vs. HUMEX commentary
Jun 07, 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: 12.5B vs. HUMEX (11.8M). DFFVX pays higher dividends than HUMEX: DFFVX (1.62) vs HUMEX (1.31). 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 (3.20) and DFFVX (3.08) have marching annual gain over last year. DFFVX return over 5 years is better than : 79.52 vs. HUMEX (54.92).
| 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 | -4.530 | -7.845 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 11.8M | 105,932% |
| Annual Yield % from dividends | 1.62 | 1.31 | 123% |
| Returns for 1 year | 3.08 | 3.20 | 96% |
| Returns for 3 years | 11.76 | -1.51 | -780% |
| Returns for 5 years | 79.52 | 54.92 | 145% |
| Returns for 10 years | 50.14 | N/A | - |
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