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DFSVX vs HUMEX
DFSVX vs HUMEX Comparison
Open Charts DFSVX vs HUMEX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Huber Mid Cap Value Instl
Price$16.15
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets12.3M
DFSVX vs HUMEX Comparison Chart in %
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DFSVX vs. HUMEX commentary
Jul 28, 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: 16B 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 : 0.60 vs. HUMEX (-0.91). DFSVX return over 5 years is better than : 94.25 vs. HUMEX (74.35).
| 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 | 0.901 | -2.535 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 12.3M | 130,081% |
| Annual Yield % from dividends | 1.67 | 1.26 | 133% |
| Returns for 1 year | 0.60 | -0.91 | -65% |
| Returns for 3 years | 27.09 | 14.71 | 184% |
| Returns for 5 years | 94.25 | 74.35 | 127% |
| Returns for 10 years | 50.73 | N/A | - |
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