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DFSVX vs HUSEX
DFSVX vs HUSEX Comparison
Open Charts DFSVX vs HUSEX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Huber Small Cap Value Instl
Price$28.00
Change-$1.10 (-3.78%)
VolumeN/A
CapitalizationN/A
DFSVX vs HUSEX Comparison Chart
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DFSVX vs. HUSEX commentary
Dec 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. HUSEX (83M). 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 : 15.68 vs. HUSEX (13.97). HUSEX return over 5 years is better than : 55.57 vs. DFSVX (52.30).
| 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 | 13.283 | 11.578 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 83M | 20,361% |
| Annual Yield % from dividends | 1.44 | 0.46 | 311% |
| Returns for 1 year | 15.68 | 13.97 | 112% |
| Returns for 3 years | 24.57 | 30.53 | 80% |
| Returns for 5 years | 52.30 | 55.57 | 94% |
| Returns for 10 years | 52.91 | 87.89 | 60% |
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