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DFSVX vs HUMDX
DFSVX vs HUMDX Comparison
Open Charts DFSVX vs HUMDX
DFA US Small Cap Value I
Price$47.81
Change-$0.22 (-0.46%)
VolumeN/A
Net Assets15.82B
DFSVX vs HUMDX Comparison Chart in %
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DFSVX vs. HUMDX commentary
Jul 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: 15.8B vs. HUMDX (12.2M). DFSVX pays higher dividends than HUMDX: DFSVX (1.67) vs HUMDX (1.08). DFSVX was incepted earlier than HUMDX: DFSVX (32 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 : 0.39 vs. HUMDX (0.19). DFSVX return over 5 years is better than : 94.20 vs. HUMDX (74.03).
| 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 | 10 years | - |
| Gain YTD | -0.576 | -3.323 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8B | 12.2M | 129,508% |
| Annual Yield % from dividends | 1.67 | 1.08 | 155% |
| Returns for 1 year | 0.39 | 0.19 | 210% |
| Returns for 3 years | 26.44 | 15.07 | 175% |
| Returns for 5 years | 94.20 | 74.03 | 127% |
| Returns for 10 years | 44.66 | N/A | - |
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