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DFSVX vs HUMEX
DFSVX vs HUMEX Comparison
Open Charts DFSVX vs HUMEX
DFA US Small Cap Value I
Price$42.14
Change+$0.81 (+1.96%)
VolumeN/A
Net Assets13.89B
Huber Mid Cap Value Instl
Price$14.28
Change+$0.19 (+1.35%)
VolumeN/A
Net Assets10.92M
DFSVX vs HUMEX Comparison Chart
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DFSVX vs. HUMEX commentary
Apr 25, 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: 13.9B vs. HUMEX (10.9M). DFSVX pays higher dividends than HUMEX: DFSVX (1.65) vs HUMEX (1.29). 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 : -6.22 vs. DFSVX (-8.03). DFSVX return over 5 years is better than : 95.08 vs. HUMEX (63.44).
| 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 | -15.444 | -14.967 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 10.9M | 127,523% |
| Annual Yield % from dividends | 1.65 | 1.29 | 128% |
| Returns for 1 year | -8.03 | -6.22 | 129% |
| Returns for 3 years | 0.80 | -4.36 | -18% |
| Returns for 5 years | 95.08 | 63.44 | 150% |
| Returns for 10 years | 19.34 | N/A | - |
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