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DFSVX vs HUMEX
DFSVX vs HUMEX Comparison
Open Charts DFSVX vs HUMEX
DFA US Small Cap Value I
Price$48.19
Change+$0.29 (+0.61%)
VolumeN/A
CapitalizationN/A
Huber Mid Cap Value Instl
Price$16.34
Change+$0.18 (+1.11%)
VolumeN/A
CapitalizationN/A
DFSVX vs HUMEX Comparison Chart
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DFSVX vs. HUMEX commentary
Dec 23, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. HUMEX (11.5M). 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 : 12.54 vs. DFSVX (9.07). DFSVX return over 5 years is better than : 46.34 vs. HUMEX (31.83).
| 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 | 8.855 | 12.077 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 11.5M | 141,739% |
| Annual Yield % from dividends | 1.44 | 1.13 | 128% |
| Returns for 1 year | 9.07 | 12.54 | 72% |
| Returns for 3 years | 18.23 | 15.34 | 119% |
| Returns for 5 years | 46.34 | 31.83 | 146% |
| Returns for 10 years | 45.16 | N/A | - |
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