Interact to see
Advertisement
Advertisement
DFSVX vs HUMDX
DFSVX vs HUMDX Comparison
Open Charts DFSVX vs HUMDX
DFA US Small Cap Value I
Price$48.45
Change+$0.30 (+0.62%)
VolumeN/A
Net Assets15.71B
DFSVX vs HUMDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. HUMDX commentary
Nov 20, 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 Hold and HUMDX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. HUMDX (10.6M). DFSVX pays higher dividends than HUMDX: DFSVX (1.69) vs HUMDX (1.02). DFSVX was incepted earlier than HUMDX: DFSVX (33 years) vs HUMDX (10 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). DFSVX annual gain was more profitable for investors over the last year : -3.14 vs. HUMDX (-3.43). DFSVX return over 5 years is better than : 60.60 vs. HUMDX (53.24).
| DFSVX | HUMDX | DFSVX / HUMDX | |
| Total Expense Ratio | 0.31 | 1.41 | 22% |
| Annual Report Gross Expense Ratio | 0.31 | 2.40 | 13% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 1.243 | -2.659 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 10.6M | 148,113% |
| Annual Yield % from dividends | 1.69 | 1.02 | 166% |
| Returns for 1 year | -3.14 | -3.43 | 92% |
| Returns for 3 years | 17.48 | 14.33 | 122% |
| Returns for 5 years | 60.60 | 53.24 | 114% |
| Returns for 10 years | 53.59 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement