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DFSVX vs HUMDX
DFSVX vs HUMDX Comparison
Open Charts DFSVX vs HUMDX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
DFSVX vs HUMDX Comparison Chart
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DFSVX vs. HUMDX commentary
May 09, 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.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. HUMDX (11.5M). DFSVX pays higher dividends than HUMDX: DFSVX (1.75) vs HUMDX (1.15). 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 : -2.94 vs. DFSVX (-3.50). DFSVX return over 5 years is better than : 92.33 vs. HUMDX (67.72).
| 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 | 9 years | - |
| Gain YTD | -9.256 | -10.634 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 11.5M | 123,478% |
| Annual Yield % from dividends | 1.75 | 1.15 | 152% |
| Returns for 1 year | -3.50 | -2.94 | 119% |
| Returns for 3 years | 13.02 | 5.77 | 225% |
| Returns for 5 years | 92.33 | 67.72 | 136% |
| Returns for 10 years | 28.50 | N/A | - |
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