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DFSVX vs HUMEX
DFSVX vs HUMEX Comparison
Open Charts DFSVX vs HUMEX
DFA US Small Cap Value I
Price$49.93
Change-$0.56 (-1.11%)
VolumeN/A
Net Assets16.88B
Huber Mid Cap Value Instl
Price$17.13
Change-$0.28 (-1.61%)
VolumeN/A
Net Assets12.21M
DFSVX vs HUMEX Comparison Chart
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DFSVX vs. HUMEX commentary
Feb 01, 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 StrongBuy and HUMEX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. HUMEX (12.2M). DFSVX pays higher dividends than HUMEX: DFSVX (1.44) vs HUMEX (1.13). DFSVX was incepted earlier than HUMEX: DFSVX (32 years) vs HUMEX (9 years). HUMEX is a more actively managed with annual turnover of: 66.66 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than HUMEX: DFSVX (0) vs HUMEX (1000000). HUMEX annual gain was more profitable for investors over the last year : 21.67 vs. DFSVX (17.34). DFSVX return over 5 years is better than : 64.95 vs. HUMEX (49.97).
| DFSVX | HUMEX | DFSVX / HUMEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 4.082 | 3.862 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 12.2M | 138,525% |
| Annual Yield % from dividends | 1.44 | 1.13 | 128% |
| Returns for 1 year | 17.34 | 21.67 | 80% |
| Returns for 3 years | 23.52 | 21.74 | 108% |
| Returns for 5 years | 64.95 | 49.97 | 130% |
| Returns for 10 years | 57.14 | N/A | - |
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