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DFSVX vs HUMDX
DFSVX vs HUMDX Comparison
Open Charts DFSVX vs HUMDX
DFA US Small Cap Value I
Price$51.60
Change-$0.25 (-0.48%)
VolumeN/A
CapitalizationN/A
DFSVX vs HUMDX Comparison Chart
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DFSVX vs. HUMDX commentary
Nov 14, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.8B vs. HUMDX (12.3M). DFSVX pays higher dividends than HUMDX: DFSVX (1.44) vs HUMDX (1.07). DFSVX was incepted earlier than HUMDX: DFSVX (32 years) vs HUMDX (9 years). HUMDX is a more actively managed with annual turnover of: 66.66 vs. DFSVX (25.00). 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 : 33.78 vs. HUMDX (30.43). DFSVX return over 5 years is better than : 60.38 vs. HUMDX (43.98).
| DFSVX | HUMDX | DFSVX / HUMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 16.702 | 19.199 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 12.3M | 144,715% |
| Annual Yield % from dividends | 1.44 | 1.07 | 134% |
| Returns for 1 year | 33.78 | 30.43 | 111% |
| Returns for 3 years | 9.15 | 16.11 | 57% |
| Returns for 5 years | 60.38 | 43.98 | 137% |
| Returns for 10 years | 50.61 | N/A | - |
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