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DFSVX vs HUMDX
DFSVX vs HUMDX Comparison
Open Charts DFSVX vs HUMDX
DFA US Small Cap Value I
Price$45.47
Change+$0.26 (+0.58%)
VolumeN/A
Net Assets15.03B
DFSVX vs HUMDX Comparison Chart
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DFSVX vs. HUMDX commentary
Mar 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. HUMDX (10.6M). DFSVX pays higher dividends than HUMDX: DFSVX (1.51) vs HUMDX (1.05). 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). DFSVX annual gain was more profitable for investors over the last year : 1.80 vs. HUMDX (1.47). DFSVX return over 5 years is better than : 75.27 vs. HUMDX (50.75).
| 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 | -6.267 | -9.063 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 10.6M | 141,509% |
| Annual Yield % from dividends | 1.51 | 1.05 | 144% |
| Returns for 1 year | 1.80 | 1.47 | 122% |
| Returns for 3 years | 12.27 | 4.21 | 292% |
| Returns for 5 years | 75.27 | 50.75 | 148% |
| Returns for 10 years | 39.08 | N/A | - |
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