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DFSVX vs HUMEX
DFSVX vs HUMEX Comparison
Open Charts DFSVX vs HUMEX
DFA US Small Cap Value I
Price$46.13
Change-$1.17 (-2.47%)
VolumeN/A
Net Assets15.73B
Huber Mid Cap Value Instl
Price$16.16
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets11.33M
DFSVX vs HUMEX Comparison Chart
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DFSVX vs. HUMEX commentary
Mar 04, 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 Hold and HUMEX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. HUMEX (11.3M). 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 : 11.37 vs. DFSVX (7.15). DFSVX return over 5 years is better than : 73.21 vs. HUMEX (55.06).
| 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 | -2.494 | -2.474 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 11.3M | 138,938% |
| Annual Yield % from dividends | 1.44 | 1.13 | 128% |
| Returns for 1 year | 7.15 | 11.37 | 63% |
| Returns for 3 years | 16.04 | 13.76 | 117% |
| Returns for 5 years | 73.21 | 55.06 | 133% |
| Returns for 10 years | 40.78 | N/A | - |
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