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DFSVX vs HUSEX
DFSVX vs HUSEX Comparison
Open Charts DFSVX vs HUSEX
DFA US Small Cap Value I
Price$41.33
Change+$0.47 (+1.15%)
VolumeN/A
Net Assets13.74B
Huber Small Cap Value Instl
Price$24.29
Change+$0.36 (+1.50%)
VolumeN/A
Net Assets69.47M
DFSVX vs HUSEX Comparison Chart
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DFSVX vs. HUSEX commentary
Apr 24, 2025
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 HUSEX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.7B vs. HUSEX (69.5M). DFSVX pays higher dividends than HUSEX: DFSVX (1.65) vs HUSEX (0.44). DFSVX was incepted earlier than HUSEX: DFSVX (32 years) vs HUSEX (14 years). HUSEX (1.39) is less costly to investors than DFSVX (0.31). HUSEX is a more actively managed with annual turnover of: 30.55 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HUSEX: DFSVX (0) vs HUSEX (1000000). HUSEX annual gain was more profitable for investors over the last year : -5.91 vs. DFSVX (-8.03). DFSVX return over 5 years is better than : 95.08 vs. HUSEX (89.82).
| DFSVX | HUSEX | DFSVX / HUSEX | |
| Total Expense Ratio | 0.31 | 1.28 | 24% |
| Annual Report Gross Expense Ratio | 0.31 | 1.39 | 22% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -15.444 | -16.967 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.7B | 69.5M | 19,712% |
| Annual Yield % from dividends | 1.65 | 0.44 | 378% |
| Returns for 1 year | -8.03 | -5.91 | 136% |
| Returns for 3 years | 0.80 | 3.34 | 24% |
| Returns for 5 years | 95.08 | 89.82 | 106% |
| Returns for 10 years | 19.34 | 51.25 | 38% |
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