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DFSVX vs HUSIX
DFSVX vs HUSIX Comparison
Open Charts DFSVX vs HUSIX
DFA US Small Cap Value I
Price$44.18
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets14.59B
Huber Small Cap Value I
Price$25.53
Change-$0.10 (-0.39%)
VolumeN/A
Net Assets75.26M
DFSVX vs HUSIX Comparison Chart
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DFSVX vs. HUSIX commentary
May 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 HUSIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. HUSIX (75.3M). DFSVX pays higher dividends than HUSIX: DFSVX (1.75) vs HUSIX (0.13). 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). HUSIX annual gain was more profitable for investors over the last year : -1.01 vs. DFSVX (-3.63). HUSIX (98.58) and DFSVX (94.99) have equivalent 5 years return.
| 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 | -8.573 | -9.944 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 75.3M | 19,389% |
| Annual Yield % from dividends | 1.75 | 0.13 | 1,373% |
| Returns for 1 year | -3.63 | -1.01 | 359% |
| Returns for 3 years | 12.64 | 15.99 | 79% |
| Returns for 5 years | 94.99 | 98.58 | 96% |
| Returns for 10 years | 28.61 | 61.01 | 47% |
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