DFSVX
Price
$40.59
Change
+$0.48 (+1.20%)
Updated
Apr 17 closing price
Net Assets
13.49B
HUMDX
Price
$14.05
Change
+$0.16 (+1.15%)
Updated
Apr 17 closing price
Net Assets
10.91M
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DFSVX vs HUMDX

Header iconDFSVX vs HUMDX Comparison
Open Charts DFSVX vs HUMDXBanner chart's image
DFA US Small Cap Value I
Price$40.59
Change+$0.48 (+1.20%)
VolumeN/A
Net Assets13.49B
Huber Mid Cap Value I
Price$14.05
Change+$0.16 (+1.15%)
VolumeN/A
Net Assets10.91M
DFSVX vs HUMDX Comparison Chart
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DFSVX vs. HUMDX commentary
Apr 19, 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.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.5B vs. HUMDX (10.9M). DFSVX pays higher dividends than HUMDX: DFSVX (1.65) vs HUMDX (1.10). 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 : -3.66 vs. DFSVX (-5.30). DFSVX return over 5 years is better than : 92.30 vs. HUMDX (65.10).
DFSVXHUMDXDFSVX / HUMDX
Total Expense Ratio0.311.4122%
Annual Report Gross Expense Ratio0.312.4013%
Fund Existence32 years9 years-
Gain YTD-16.002-15.106106%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets13.5B10.9M123,853%
Annual Yield % from dividends1.651.10150%
Returns for 1 year-5.30-3.66145%
Returns for 3 years-1.94-8.4323%
Returns for 5 years92.3065.10142%
Returns for 10 years18.26N/A-
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