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DFSVX vs HUSEX
DFSVX vs HUSEX Comparison
Open Charts DFSVX vs HUSEX
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
Huber Small Cap Value Instl
Price$27.00
Change+$0.46 (+1.73%)
VolumeN/A
Net Assets77.59M
DFSVX vs HUSEX Comparison Chart
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DFSVX vs. HUSEX commentary
Jun 07, 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: 14.8B vs. HUSEX (77.6M). DFSVX pays higher dividends than HUSEX: DFSVX (1.65) vs HUSEX (0.42). 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 : 5.18 vs. DFSVX (0.94). HUSEX return over 5 years is better than : 78.21 vs. DFSVX (68.62).
| 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 | -6.110 | -7.911 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 77.6M | 19,072% |
| Annual Yield % from dividends | 1.65 | 0.42 | 388% |
| Returns for 1 year | 0.94 | 5.18 | 18% |
| Returns for 3 years | 7.43 | 10.91 | 68% |
| Returns for 5 years | 68.62 | 78.21 | 88% |
| Returns for 10 years | 33.33 | 67.25 | 50% |
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