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DFSVX vs HUMEX
DFSVX vs HUMEX Comparison
Open Charts DFSVX vs HUMEX
DFA US Small Cap Value I
Price$46.48
Change-$0.15 (-0.32%)
VolumeN/A
Net Assets15.39B
Huber Mid Cap Value Instl
Price$15.73
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets11.92M
DFSVX vs HUMEX Comparison Chart in %
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DFSVX vs. HUMEX commentary
Jun 28, 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: 15.4B vs. HUMEX (11.9M). 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). DFSVX (5.37) and HUMEX (5.20) have marching annual gain over last year. DFSVX return over 5 years is better than : 102.91 vs. HUMEX (83.37).
| 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 | -3.342 | -5.552 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4B | 11.9M | 129,412% |
| Annual Yield % from dividends | 1.65 | 1.31 | 126% |
| Returns for 1 year | 5.37 | 5.20 | 103% |
| Returns for 3 years | 25.31 | 12.73 | 199% |
| Returns for 5 years | 102.91 | 83.37 | 123% |
| Returns for 10 years | 37.61 | N/A | - |
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