Interact to see
Advertisement
Advertisement
DFSVX vs HUMDX
DFSVX vs HUMDX Comparison
Open Charts DFSVX vs HUMDX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
DFSVX vs HUMDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. HUMDX commentary
Jul 27, 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 HUMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. HUMDX (12.3M). DFSVX pays higher dividends than HUMDX: DFSVX (1.67) vs HUMDX (1.08). DFSVX was incepted earlier than HUMDX: DFSVX (32 years) vs HUMDX (10 years). HUMDX (2.40) is less costly to investors than DFSVX (0.31). HUMDX is a more actively managed with annual turnover of: 63.23 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HUMDX: DFSVX (0) vs HUMDX (5000). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. HUMDX (-1.21). DFSVX return over 5 years is better than : 94.25 vs. HUMDX (73.41).
| DFSVX | HUMDX | DFSVX / HUMDX | |
| Total Expense Ratio | 0.31 | 1.41 | 22% |
| Annual Report Gross Expense Ratio | 0.31 | 2.40 | 13% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 0.901 | -2.659 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 12.3M | 130,081% |
| Annual Yield % from dividends | 1.67 | 1.08 | 155% |
| Returns for 1 year | 0.60 | -1.21 | -49% |
| Returns for 3 years | 27.09 | 14.33 | 189% |
| Returns for 5 years | 94.25 | 73.41 | 128% |
| Returns for 10 years | 50.73 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers