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DFSVX vs HUMDX
DFSVX vs HUMDX Comparison
Open Charts DFSVX vs HUMDX
DFA US Small Cap Value I
Price$50.49
Change+$0.46 (+0.92%)
VolumeN/A
Net Assets16.93B
DFSVX vs HUMDX Comparison Chart
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DFSVX vs. HUMDX commentary
Jan 31, 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 StrongBuy and HUMDX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. HUMDX (12.1M). DFSVX pays higher dividends than HUMDX: DFSVX (1.44) vs HUMDX (1.07). DFSVX was incepted earlier than HUMDX: DFSVX (32 years) vs HUMDX (9 years). HUMDX is a more actively managed with annual turnover of: 66.66 vs. DFSVX (25.00). 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 : 21.41 vs. DFSVX (17.34). DFSVX return over 5 years is better than : 64.95 vs. HUMDX (49.30).
| DFSVX | HUMDX | DFSVX / HUMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 4.082 | 3.867 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 12.1M | 139,669% |
| Annual Yield % from dividends | 1.44 | 1.07 | 134% |
| Returns for 1 year | 17.34 | 21.41 | 81% |
| Returns for 3 years | 23.52 | 21.49 | 109% |
| Returns for 5 years | 64.95 | 49.30 | 132% |
| Returns for 10 years | 57.14 | N/A | - |
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