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DFSVX vs HUMEX
DFSVX vs HUMEX Comparison
Open Charts DFSVX vs HUMEX
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
Huber Mid Cap Value Instl
Price$15.48
Change+$0.21 (+1.38%)
VolumeN/A
Net Assets11.83M
DFSVX vs HUMEX Comparison Chart
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DFSVX vs. HUMEX commentary
Jun 07, 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 Buy and HUMEX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. HUMEX (11.8M). DFSVX pays higher dividends than HUMEX: DFSVX (1.65) vs HUMEX (1.31). DFSVX was incepted earlier than HUMEX: DFSVX (32 years) vs HUMEX (9 years). HUMEX (2.10) is less costly to investors than DFSVX (0.31). HUMEX is a more actively managed with annual turnover of: 63.23 vs. DFSVX (12.00). 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 : 3.20 vs. DFSVX (0.94). DFSVX return over 5 years is better than : 68.62 vs. HUMEX (54.92).
| DFSVX | HUMEX | DFSVX / HUMEX | |
| Total Expense Ratio | 0.31 | 1.11 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 2.10 | 15% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | -6.110 | -7.845 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 11.8M | 125,424% |
| Annual Yield % from dividends | 1.65 | 1.31 | 126% |
| Returns for 1 year | 0.94 | 3.20 | 29% |
| Returns for 3 years | 7.43 | -1.51 | -492% |
| Returns for 5 years | 68.62 | 54.92 | 125% |
| Returns for 10 years | 33.33 | N/A | - |
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