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DFFVX vs HUSEX
DFFVX vs HUSEX Comparison
Open Charts DFFVX vs HUSEX
DFA US Targeted Value I
Price$32.61
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets12.58B
Huber Small Cap Value Instl
Price$26.68
Change-$0.37 (-1.37%)
VolumeN/A
Net Assets79.18M
DFFVX vs HUSEX Comparison Chart in %
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DFFVX vs. HUSEX commentary
Jun 21, 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 HUSEX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.6B vs. HUSEX (79.2M). DFFVX pays higher dividends than HUSEX: DFFVX (1.62) vs HUSEX (0.42). DFFVX was incepted earlier than HUSEX: DFFVX (25 years) vs HUSEX (14 years). HUSEX (1.39) is less costly to investors than DFFVX (0.30). HUSEX is a more actively managed with annual turnover of: 30.55 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than HUSEX: DFFVX (0) vs HUSEX (1000000). HUSEX annual gain was more profitable for investors over the last year : 8.31 vs. DFFVX (4.81). HUSEX (99.06) and DFFVX (97.94) have equivalent 5 years return.
| DFFVX | HUSEX | DFFVX / HUSEX | |
| Total Expense Ratio | 0.29 | 1.28 | 23% |
| Annual Report Gross Expense Ratio | 0.30 | 1.39 | 22% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | -4.705 | -6.142 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 79.2M | 15,909% |
| Annual Yield % from dividends | 1.62 | 0.42 | 381% |
| Returns for 1 year | 4.81 | 8.31 | 58% |
| Returns for 3 years | 27.81 | 30.82 | 90% |
| Returns for 5 years | 97.94 | 99.06 | 99% |
| Returns for 10 years | 45.51 | 64.25 | 71% |
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