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DFSVX vs HUMDX
DFSVX vs HUMDX Comparison
Open Charts DFSVX vs HUMDX
DFA US Small Cap Value I
Price$44.74
Change-$0.10 (-0.22%)
VolumeN/A
Net Assets14.8B
DFSVX vs HUMDX Comparison Chart
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DFSVX vs. HUMDX commentary
Jun 06, 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 DFSVX is a Buy and HUMDX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. HUMDX (11.8M). DFSVX pays higher dividends than HUMDX: DFSVX (1.65) vs HUMDX (1.12). DFSVX was incepted earlier than HUMDX: DFSVX (32 years) vs HUMDX (9 years). HUMDX (2.40) is less costly to investors than DFSVX (0.31). HUMDX is a more actively managed with annual turnover of: 63.23 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HUMDX: DFSVX (0) vs HUMDX (5000). HUMDX annual gain was more profitable for investors over the last year : 2.42 vs. DFSVX (-0.92). DFSVX return over 5 years is better than : 66.28 vs. HUMDX (53.39).
| DFSVX | HUMDX | DFSVX / HUMDX | |
| Total Expense Ratio | 0.31 | 1.41 | 22% |
| Annual Report Gross Expense Ratio | 0.31 | 2.40 | 13% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | -7.414 | -8.278 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 11.8M | 125,424% |
| Annual Yield % from dividends | 1.65 | 1.12 | 147% |
| Returns for 1 year | -0.92 | 2.42 | -38% |
| Returns for 3 years | 7.11 | -0.87 | -816% |
| Returns for 5 years | 66.28 | 53.39 | 124% |
| Returns for 10 years | 31.37 | N/A | - |
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