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DFFVX vs DHMAX
DFFVX vs DHMAX Comparison
Open Charts DFFVX vs DHMAX
DFA US Targeted Value I
Price$32.47
Change+$0.53 (+1.66%)
VolumeN/A
Net Assets12.39B
Diamond Hill Small-Mid Cap I
Price$24.76
Change+$0.28 (+1.14%)
VolumeN/A
Net Assets852.13M
DFFVX vs DHMAX Comparison Chart
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DFFVX vs. DHMAX commentary
Jun 04, 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 DFFVX is a Hold and DHMAX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.4B vs. DHMAX (852M). DFFVX pays higher dividends than DHMAX: DFFVX (1.62) vs DHMAX (0.97). DFFVX was incepted earlier than DHMAX: DFFVX (25 years) vs DHMAX (19 years). DHMAX (1.21) is less costly to investors than DFFVX (0.30). DHMAX is a more actively managed with annual turnover of: 22.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than DHMAX: DFFVX (0) vs DHMAX (2500). DFFVX annual gain was more profitable for investors over the last year : 1.04 vs. DHMAX (-4.35). DFFVX return over 5 years is better than : 87.04 vs. DHMAX (35.35).
| DFFVX | DHMAX | DFFVX / DHMAX | |
| Total Expense Ratio | 0.29 | 1.21 | 24% |
| Annual Report Gross Expense Ratio | 0.30 | 1.21 | 25% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | -5.114 | -3.736 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 852M | 1,455% |
| Annual Yield % from dividends | 1.62 | 0.97 | 167% |
| Returns for 1 year | 1.04 | -4.35 | -24% |
| Returns for 3 years | 13.40 | -4.16 | -322% |
| Returns for 5 years | 87.04 | 35.35 | 246% |
| Returns for 10 years | 47.52 | 30.06 | 158% |
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