Ad is loading...
DFSVX vs HUSIX
DFSVX vs HUSIX Comparison
Open Charts DFSVX vs HUSIX
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
Huber Small Cap Value I
Price$23.86
Change-$1.95 (-7.56%)
VolumeN/A
Net Assets76.61M
DFSVX vs HUSIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. HUSIX commentary
Apr 04, 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 StrongBuy and HUSIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. HUSIX (76.6M). DFSVX pays higher dividends than HUSIX: DFSVX (1.65) vs HUSIX (0.12). DFSVX was incepted earlier than HUSIX: DFSVX (32 years) vs HUSIX (18 years). HUSIX (1.79) is less costly to investors than DFSVX (0.31). HUSIX is a more actively managed with annual turnover of: 30.55 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HUSIX: DFSVX (0) vs HUSIX (5000). DFSVX annual gain was more profitable for investors over the last year : -0.75 vs. HUSIX (-0.81). DFSVX return over 5 years is better than : 148.44 vs. HUSIX (139.93).
| DFSVX | HUSIX | DFSVX / HUSIX | |
| Total Expense Ratio | 0.31 | 1.68 | 18% |
| Annual Report Gross Expense Ratio | 0.31 | 1.79 | 17% |
| Fund Existence | 32 years | 18 years | - |
| Gain YTD | -6.586 | -9.311 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 76.6M | 19,582% |
| Annual Yield % from dividends | 1.65 | 0.12 | 1,333% |
| Returns for 1 year | -0.75 | -0.81 | 92% |
| Returns for 3 years | 7.99 | 8.00 | 100% |
| Returns for 5 years | 148.44 | 139.93 | 106% |
| Returns for 10 years | 31.44 | 63.83 | 49% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers