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DFSVX vs HUMEX
DFSVX vs HUMEX Comparison
Open Charts DFSVX vs HUMEX
DFSVX vs HUMEX Comparison Chart in %
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DFSVX vs. HUMEX commentary
Jun 17, 2026
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: 19.1B vs. HUMEX (12.8M). DFSVX pays higher dividends than HUMEX: DFSVX (1.51) vs HUMEX (0.90). DFSVX was incepted earlier than HUMEX: DFSVX (33 years) vs HUMEX (10 years). HUMEX (1.51) is less costly to investors than DFSVX (0.31). HUMEX is a more actively managed with annual turnover of: 65.00 vs. DFSVX (7.00). 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 : 34.60 vs. HUMEX (31.03). DFSVX return over 5 years is better than : 43.32 vs. HUMEX (37.87).
| DFSVX | HUMEX | DFSVX / HUMEX | |
| Total Expense Ratio | 0.31 | 1.11 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.51 | 21% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 17.485 | 13.326 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1B | 12.8M | 149,219% |
| Annual Yield % from dividends | 1.51 | 0.90 | 168% |
| Returns for 1 year | 34.60 | 31.03 | 112% |
| Returns for 3 years | 58.13 | 50.67 | 115% |
| Returns for 5 years | 43.32 | 37.87 | 114% |
| Returns for 10 years | 106.37 | 118.74 | 90% |
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