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DFSVX vs HUMDX
DFSVX vs HUMDX Comparison
Open Charts DFSVX vs HUMDX
DFA US Small Cap Value I
Price$46.48
Change-$0.15 (-0.32%)
VolumeN/A
Net Assets15.34B
DFSVX vs HUMDX Comparison Chart in %
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DFSVX vs. HUMDX commentary
Jun 30, 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: 15.3B vs. HUMDX (12M). DFSVX pays higher dividends than HUMDX: DFSVX (1.65) vs HUMDX (1.12). 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). HUMDX (5.44) and DFSVX (5.37) have marching annual gain over last year. DFSVX return over 5 years is better than : 102.91 vs. HUMDX (83.12).
| 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 | -3.342 | -5.196 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 12M | 127,500% |
| Annual Yield % from dividends | 1.65 | 1.12 | 147% |
| Returns for 1 year | 5.37 | 5.44 | 99% |
| Returns for 3 years | 25.31 | 12.84 | 197% |
| Returns for 5 years | 102.91 | 83.12 | 124% |
| Returns for 10 years | 37.61 | N/A | - |
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