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DFFVX vs DHMAX
DFFVX vs DHMAX Comparison
Open Charts DFFVX vs DHMAX
DFA US Targeted Value I
Price$34.60
Change-$0.55 (-1.56%)
VolumeN/A
Net Assets13.49B
Diamond Hill Small-Mid Cap I
Price$26.91
Change-$0.11 (-0.41%)
VolumeN/A
Net Assets899.82M
DFFVX vs DHMAX Comparison Chart in %
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DFFVX vs. DHMAX commentary
Jul 25, 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 Buy and DHMAX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.5B vs. DHMAX (900M). DFFVX pays higher dividends than DHMAX: DFFVX (1.63) vs DHMAX (0.93). DFFVX was incepted earlier than DHMAX: DFFVX (25 years) vs DHMAX (20 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 : 4.46 vs. DHMAX (2.79). DFFVX return over 5 years is better than : 104.19 vs. DHMAX (52.10).
| 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 | 20 years | - |
| Gain YTD | 1.597 | 6.252 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 900M | 1,500% |
| Annual Yield % from dividends | 1.63 | 0.93 | 176% |
| Returns for 1 year | 4.46 | 2.79 | 160% |
| Returns for 3 years | 30.30 | 12.26 | 247% |
| Returns for 5 years | 104.19 | 52.10 | 200% |
| Returns for 10 years | 68.95 | 48.42 | 142% |
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