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DFSVX vs HUMDX
DFSVX vs HUMDX Comparison
Open Charts DFSVX vs HUMDX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
DFSVX vs HUMDX Comparison Chart
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DFSVX vs. HUMDX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. HUMDX (11.6M). 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 (15.96) and DFSVX (15.68) have marching annual gain over last year. DFSVX return over 5 years is better than : 52.30 vs. HUMDX (34.23).
| 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 | 13.283 | 14.226 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 11.6M | 145,690% |
| Annual Yield % from dividends | 1.44 | 1.07 | 134% |
| Returns for 1 year | 15.68 | 15.96 | 98% |
| Returns for 3 years | 24.57 | 19.72 | 125% |
| Returns for 5 years | 52.30 | 34.23 | 153% |
| Returns for 10 years | 52.91 | N/A | - |
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