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DFSVX vs HUMDX
DFSVX vs HUMDX Comparison
Open Charts DFSVX vs HUMDX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
DFSVX vs HUMDX Comparison Chart in %
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DFSVX vs. HUMDX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. HUMDX (12.4M). DFSVX pays higher dividends than HUMDX: DFSVX (1.58) vs HUMDX (0.72). DFSVX was incepted earlier than HUMDX: DFSVX (33 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: 65.00 vs. DFSVX (7.00). 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 : 17.52 vs. HUMDX (13.88). DFSVX return over 5 years is better than : 55.54 vs. HUMDX (49.97).
| DFSVX | HUMDX | DFSVX / HUMDX | |
| Total Expense Ratio | 0.31 | 1.41 | 22% |
| Annual Report Gross Expense Ratio | 0.31 | 2.40 | 13% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 9.431 | 8.088 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 12.4M | 144,355% |
| Annual Yield % from dividends | 1.58 | 0.72 | 219% |
| Returns for 1 year | 17.52 | 13.88 | 126% |
| Returns for 3 years | 35.91 | 34.89 | 103% |
| Returns for 5 years | 55.54 | 49.97 | 111% |
| Returns for 10 years | 121.92 | 129.65 | 94% |
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