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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
Aug 23, 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: 19.7B vs. HUMEX (12.8M). DFSVX pays higher dividends than HUMEX: DFSVX (1.50) vs HUMEX (0.86). DFSVX was incepted earlier than HUMEX: DFSVX (34 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). DFSVX annual gain was more profitable for investors over the last year : 31.52 vs. HUMEX (26.85). DFSVX return over 5 years is better than : 54.66 vs. HUMEX (47.79).
| DFSVX | HUMEX | DFSVX / HUMEX | |
| Total Expense Ratio | 0.31 | 1.11 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.51 | 21% |
| Fund Existence | 34 years | 11 years | - |
| Gain YTD | 23.034 | 15.810 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 12.8M | 153,906% |
| Annual Yield % from dividends | 1.50 | 0.86 | 175% |
| Returns for 1 year | 31.52 | 26.85 | 117% |
| Returns for 3 years | 61.32 | 49.94 | 123% |
| Returns for 5 years | 54.66 | 47.79 | 114% |
| Returns for 10 years | 101.85 | 104.92 | 97% |
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