Interact to see
Advertisement
Advertisement
DFSVX vs HUMDX
DFSVX vs HUMDX Comparison
Open Charts DFSVX vs HUMDX
DFSVX vs HUMDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. HUMDX commentary
Jul 08, 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 Hold and HUMDX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19B vs. HUMDX (12.9M). DFSVX pays higher dividends than HUMDX: DFSVX (1.54) vs HUMDX (0.65). 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 (26.80) and HUMDX (26.70) have marching annual gain over last year. DFSVX return over 5 years is better than : 47.50 vs. HUMDX (40.24).
| 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 | 18.252 | 14.423 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19B | 12.9M | 147,287% |
| Annual Yield % from dividends | 1.54 | 0.65 | 236% |
| Returns for 1 year | 26.80 | 26.70 | 100% |
| Returns for 3 years | 57.47 | 49.99 | 115% |
| Returns for 5 years | 47.50 | 40.24 | 118% |
| Returns for 10 years | 104.27 | 116.97 | 89% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement