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DFSVX
Price
$51.68
Change
-$0.00 (-0.00%)
Updated
Nov 21 closing price
HUMEX
Price
$17.20
Change
-$0.00 (-0.00%)
Updated
Nov 21 closing price
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DFSVX vs HUMEX

Header iconDFSVX vs HUMEX Comparison
Open Charts DFSVX vs HUMEXBanner chart's image
DFA US Small Cap Value I
Price$51.68
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Huber Mid Cap Value Instl
Price$17.20
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
DFSVX vs HUMEX Comparison Chart
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DFSVX vs. HUMEX commentary
Nov 22, 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 HUMEX is a Buy.

FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. HUMEX (11.8M). 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). DFSVX annual gain was more profitable for investors over the last year : 27.42 vs. HUMEX (23.41). DFSVX return over 5 years is better than : 61.43 vs. HUMEX (41.31).
DFSVXHUMEXDFSVX / HUMEX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years9 years-
Gain YTD16.31916.61098%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.5B11.8M148,305%
Annual Yield % from dividends1.441.13128%
Returns for 1 year27.4223.41117%
Returns for 3 years10.5715.8667%
Returns for 5 years61.4341.31149%
Returns for 10 years48.14N/A-
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