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DFSVX vs HUSEX
DFSVX vs HUSEX Comparison
Open Charts DFSVX vs HUSEX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Huber Small Cap Value Instl
Price$28.86
Change-$0.39 (-1.33%)
VolumeN/A
CapitalizationN/A
DFSVX vs HUSEX Comparison Chart
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DFSVX vs. HUSEX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. HUSEX (82.5M). DFSVX pays higher dividends than HUSEX: DFSVX (1.44) vs HUSEX (0.46). DFSVX was incepted earlier than HUSEX: DFSVX (32 years) vs HUSEX (13 years). HUSEX is a more actively managed with annual turnover of: 43.63 vs. DFSVX (25.00). 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 : 26.86 vs. HUSEX (20.60). HUSEX (57.58) and DFSVX (56.90) have equivalent 5 years return.
| DFSVX | HUSEX | DFSVX / HUSEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | 14.541 | 10.237 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 82.5M | 21,091% |
| Annual Yield % from dividends | 1.44 | 0.46 | 311% |
| Returns for 1 year | 26.86 | 20.60 | 130% |
| Returns for 3 years | 7.13 | 18.17 | 39% |
| Returns for 5 years | 56.90 | 57.58 | 99% |
| Returns for 10 years | 48.27 | 79.18 | 61% |
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