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DFSVX vs HUMEX
DFSVX vs HUMEX Comparison
Open Charts DFSVX vs HUMEX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Huber Mid Cap Value Instl
Price$16.01
Change-$0.19 (-1.17%)
VolumeN/A
CapitalizationN/A
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DFSVX vs HUMEX Comparison Chart
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DFSVX vs. HUMEX commentary
Sep 21, 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 StrongBuy and HUMEX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B 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). DFSVX annual gain was more profitable for investors over the last year : 22.84 vs. HUMEX (14.71). DFSVX return over 5 years is better than : 55.21 vs. HUMEX (40.72).
| 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 | 8.788 | 8.542 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 11.3M | 147,788% |
| Annual Yield % from dividends | 1.44 | 1.13 | 128% |
| Returns for 1 year | 22.84 | 14.71 | 155% |
| Returns for 3 years | 17.09 | 15.77 | 108% |
| Returns for 5 years | 55.21 | 40.72 | 136% |
| Returns for 10 years | 44.49 | N/A | - |
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