Interact to see
Advertisement
Advertisement
DFSVX vs HUSEX
DFSVX vs HUSEX Comparison
Open Charts DFSVX vs HUSEX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Huber Small Cap Value Instl
Price$27.69
Change-$0.26 (-0.93%)
VolumeN/A
Net Assets80.98M
DFSVX vs HUSEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. HUSEX commentary
Jul 27, 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: 16B vs. HUSEX (81M). 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). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. HUSEX (-1.54). HUSEX return over 5 years is better than : 99.62 vs. DFSVX (94.25).
| 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 | 0.901 | -3.921 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 81M | 19,753% |
| Annual Yield % from dividends | 1.67 | 0.41 | 404% |
| Returns for 1 year | 0.60 | -1.54 | -39% |
| Returns for 3 years | 27.09 | 27.09 | 100% |
| Returns for 5 years | 94.25 | 99.62 | 95% |
| Returns for 10 years | 50.73 | 83.06 | 61% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement