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DFSVX vs HUSEX
DFSVX vs HUSEX Comparison
Open Charts DFSVX vs HUSEX
DFA US Small Cap Value I
Price$48.35
Change+$0.80 (+1.68%)
VolumeN/A
Net Assets15.73B
Huber Small Cap Value Instl
Price$28.15
Change+$0.38 (+1.37%)
VolumeN/A
Net Assets81.22M
DFSVX vs HUSEX Comparison Chart in %
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DFSVX vs. HUSEX commentary
Jul 03, 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: 15.7B vs. HUSEX (81.2M). DFSVX pays higher dividends than HUSEX: DFSVX (1.67) vs HUSEX (0.41). 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 (9.32) and DFSVX (8.98) have marching annual gain over last year. HUSEX (109.14) and DFSVX (104.25) have equivalent 5 years return.
| 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 | 0.547 | -3.643 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 81.2M | 19,335% |
| Annual Yield % from dividends | 1.67 | 0.41 | 404% |
| Returns for 1 year | 8.98 | 9.32 | 96% |
| Returns for 3 years | 32.16 | 33.78 | 95% |
| Returns for 5 years | 104.25 | 109.14 | 96% |
| Returns for 10 years | 43.75 | 74.58 | 59% |
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