Ad is loading...
DFSVX vs HUSEX
DFSVX vs HUSEX Comparison
Open Charts DFSVX vs HUSEX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Huber Small Cap Value Instl
Price$28.43
Change-$0.78 (-2.67%)
VolumeN/A
Net Assets82.88M
DFSVX vs HUSEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. HUSEX commentary
Feb 23, 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 Hold and HUSEX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. HUSEX (82.9M). 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). HUSEX annual gain was more profitable for investors over the last year : 12.67 vs. DFSVX (9.32). HUSEX (54.72) and DFSVX (52.23) 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 | -1.546 | -1.353 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 82.9M | 19,180% |
| Annual Yield % from dividends | 1.44 | 0.46 | 311% |
| Returns for 1 year | 9.32 | 12.67 | 74% |
| Returns for 3 years | 17.14 | 26.90 | 64% |
| Returns for 5 years | 52.23 | 54.72 | 95% |
| Returns for 10 years | 41.91 | 79.48 | 53% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GQJIX | 10.51 | -0.01 | -0.10% |
| GQG Partners Intl Qual Val Fd Ins | |||
| TAINX | 22.46 | -0.16 | -0.71% |
| Transamerica International Equity R6 | |||
| LSAGX | 22.11 | -0.28 | -1.25% |
| Loomis Sayles Global Growth A | |||
| VFIAX | 555.86 | -9.63 | -1.70% |
| Vanguard 500 Index Admiral | |||
| FSLCX | 18.20 | -0.52 | -2.78% |
| Fidelity Small Cap Stock | |||