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DFSVX vs HUSEX
DFSVX vs HUSEX Comparison
Open Charts DFSVX vs HUSEX
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
Huber Small Cap Value Instl
Price$24.18
Change-$1.98 (-7.57%)
VolumeN/A
Net Assets76.61M
DFSVX vs HUSEX Comparison Chart
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DFSVX vs. HUSEX commentary
Apr 04, 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 StrongBuy and HUSEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. HUSEX (76.6M). DFSVX pays higher dividends than HUSEX: DFSVX (1.65) vs HUSEX (0.44). DFSVX was incepted earlier than HUSEX: DFSVX (32 years) vs HUSEX (13 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). DFSVX annual gain was more profitable for investors over the last year : -0.75 vs. HUSEX (-2.25). DFSVX return over 5 years is better than : 148.44 vs. HUSEX (137.52).
| 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 | 13 years | - |
| Gain YTD | -6.586 | -11.173 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 76.6M | 19,582% |
| Annual Yield % from dividends | 1.65 | 0.44 | 378% |
| Returns for 1 year | -0.75 | -2.25 | 33% |
| Returns for 3 years | 7.99 | 5.80 | 138% |
| Returns for 5 years | 148.44 | 137.52 | 108% |
| Returns for 10 years | 31.44 | 63.28 | 50% |
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