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DFSVX vs HUMDX
DFSVX vs HUMDX Comparison
Open Charts DFSVX vs HUMDX
DFSVX vs HUMDX Comparison Chart in %
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DFSVX vs. HUMDX commentary
Aug 03, 2026
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 StrongBuy and HUMDX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.5B vs. HUMDX (12.8M). DFSVX pays higher dividends than HUMDX: DFSVX (1.50) vs HUMDX (0.66). DFSVX was incepted earlier than HUMDX: DFSVX (33 years) vs HUMDX (11 years). HUMDX (1.81) is less costly to investors than DFSVX (0.31). HUMDX is a more actively managed with annual turnover of: 65.00 vs. DFSVX (7.00). 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 : 34.39 vs. HUMDX (29.90). DFSVX return over 5 years is better than : 50.66 vs. HUMDX (45.35).
| DFSVX | HUMDX | DFSVX / HUMDX | |
| Total Expense Ratio | 0.31 | 1.41 | 22% |
| Annual Report Gross Expense Ratio | 0.31 | 1.81 | 17% |
| Fund Existence | 33 years | 11 years | - |
| Gain YTD | 21.336 | 15.271 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.5B | 12.8M | 152,344% |
| Annual Yield % from dividends | 1.50 | 0.66 | 227% |
| Returns for 1 year | 34.39 | 29.90 | 115% |
| Returns for 3 years | 50.37 | 40.58 | 124% |
| Returns for 5 years | 50.66 | 45.35 | 112% |
| Returns for 10 years | 107.71 | 113.22 | 95% |
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