Ad is loading...
DFSVX vs HUMEX
DFSVX vs HUMEX Comparison
Open Charts DFSVX vs HUMEX
DFA US Small Cap Value I
Price$51.60
Change-$0.25 (-0.48%)
VolumeN/A
CapitalizationN/A
Huber Mid Cap Value Instl
Price$17.38
Change-$0.24 (-1.36%)
VolumeN/A
CapitalizationN/A
DFSVX vs HUMEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. HUMEX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.8B vs. HUMEX (12.3M). 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 : 27.22 vs. HUMEX (25.24). DFSVX return over 5 years is better than : 59.09 vs. HUMEX (42.11).
| 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 | 16.139 | 17.831 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 12.3M | 144,715% |
| Annual Yield % from dividends | 1.44 | 1.13 | 128% |
| Returns for 1 year | 27.22 | 25.24 | 108% |
| Returns for 3 years | 8.63 | 14.81 | 58% |
| Returns for 5 years | 59.09 | 42.11 | 140% |
| Returns for 10 years | 49.88 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SVAIX | 6.29 | N/A | N/A |
| Federated Hermes Strategic Value Div IS | |||
| JSPIX | 25.39 | N/A | N/A |
| Jackson Square Large-Cap Growth Instl | |||
| VLCGX | 21.50 | -0.01 | -0.05% |
| VALIC Company I Large Capital Growth | |||
| FPPUX | 11.83 | -0.07 | -0.59% |
| MFS Prudent Investor R4 | |||
| CDWAX | 10.79 | -0.08 | -0.74% |
| American Funds Dvlpg Wld Gr&Inc 529A | |||