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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
Jul 13, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.1B vs. HUMEX (13.1M). DFSVX pays higher dividends than HUMEX: DFSVX (1.54) vs HUMEX (0.85). DFSVX was incepted earlier than HUMEX: DFSVX (33 years) vs HUMEX (11 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). HUMEX annual gain was more profitable for investors over the last year : 28.70 vs. DFSVX (26.20). DFSVX return over 5 years is better than : 45.80 vs. HUMEX (42.31).
| 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 | 11 years | - |
| Gain YTD | 18.642 | 16.206 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1B | 13.1M | 145,802% |
| Annual Yield % from dividends | 1.54 | 0.85 | 182% |
| Returns for 1 year | 26.20 | 28.70 | 91% |
| Returns for 3 years | 54.88 | 50.67 | 108% |
| Returns for 5 years | 45.80 | 42.31 | 108% |
| Returns for 10 years | 99.20 | 116.85 | 85% |
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