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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 03, 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 StrongBuy and HUMEX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.5B vs. HUMEX (12.8M). DFSVX pays higher dividends than HUMEX: DFSVX (1.50) vs HUMEX (0.86). 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). DFSVX annual gain was more profitable for investors over the last year : 34.39 vs. HUMEX (30.24). DFSVX return over 5 years is better than : 50.66 vs. HUMEX (46.17).
| 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 | 21.336 | 15.415 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.5B | 12.8M | 152,344% |
| Annual Yield % from dividends | 1.50 | 0.86 | 175% |
| Returns for 1 year | 34.39 | 30.24 | 114% |
| Returns for 3 years | 50.37 | 41.53 | 121% |
| Returns for 5 years | 50.66 | 46.17 | 110% |
| Returns for 10 years | 107.71 | 115.80 | 93% |
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