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DFSVX vs HUMEX
DFSVX vs HUMEX Comparison
Open Charts DFSVX vs HUMEX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Huber Mid Cap Value Instl
Price$16.13
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets12.29M
DFSVX vs HUMEX Comparison Chart in %
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DFSVX vs. HUMEX commentary
Jul 07, 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 HUMEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. HUMEX (12.3M). DFSVX pays higher dividends than HUMEX: DFSVX (1.67) vs HUMEX (1.26). DFSVX was incepted earlier than HUMEX: DFSVX (32 years) vs HUMEX (10 years). HUMEX (2.10) is less costly to investors than DFSVX (0.31). HUMEX is a more actively managed with annual turnover of: 63.23 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HUMEX: DFSVX (0) vs HUMEX (1000000). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. HUMEX (7.43). DFSVX return over 5 years is better than : 105.30 vs. HUMEX (81.65).
| DFSVX | HUMEX | DFSVX / HUMEX | |
| Total Expense Ratio | 0.31 | 1.11 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 2.10 | 15% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 1.067 | -2.655 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 12.3M | 130,894% |
| Annual Yield % from dividends | 1.67 | 1.26 | 133% |
| Returns for 1 year | 9.45 | 7.43 | 127% |
| Returns for 3 years | 32.84 | 15.63 | 210% |
| Returns for 5 years | 105.30 | 81.65 | 129% |
| Returns for 10 years | 45.10 | N/A | - |
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