DFSVX
Price
$44.74
Change
-$0.10 (-0.22%)
Updated
Jun 5 closing price
Net Assets
14.8B
HUMDX
Price
$15.23
Change
+$0.05 (+0.33%)
Updated
Jun 5 closing price
Net Assets
11.79M
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DFSVX vs HUMDX

Header iconDFSVX vs HUMDX Comparison
Open Charts DFSVX vs HUMDXBanner chart's image
DFA US Small Cap Value I
Price$44.74
Change-$0.10 (-0.22%)
VolumeN/A
Net Assets14.8B
Huber Mid Cap Value I
Price$15.23
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets11.79M
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.

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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).
DFSVXHUMDXDFSVX / HUMDX
Total Expense Ratio0.311.4122%
Annual Report Gross Expense Ratio0.312.4013%
Fund Existence32 years9 years-
Gain YTD-7.414-8.27890%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.8B11.8M125,424%
Annual Yield % from dividends1.651.12147%
Returns for 1 year-0.922.42-38%
Returns for 3 years7.11-0.87-816%
Returns for 5 years66.2853.39124%
Returns for 10 years31.37N/A-
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