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DFFVX vs DHSYX
DFFVX vs DHSYX Comparison
Open Charts DFFVX vs DHSYX
DFA US Targeted Value I
Price$33.36
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets12.89B
Diamond Hill Small Cap Y
Price$23.68
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets200.03M
DFFVX vs DHSYX Comparison Chart in %
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DFFVX vs. DHSYX commentary
Jul 01, 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 DHSYX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.9B vs. DHSYX (200M). DHSYX pays higher dividends than DFFVX: DHSYX (5.12) vs DFFVX (1.62). DFFVX was incepted earlier than DHSYX: DFFVX (25 years) vs DHSYX (14 years). DHSYX (0.85) is less costly to investors than DFFVX (0.30). DHSYX is a more actively managed with annual turnover of: 43.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than DHSYX: DFFVX (0) vs DHSYX (500000). DFFVX annual gain was more profitable for investors over the last year : 6.57 vs. DHSYX (-0.90). DFFVX return over 5 years is better than : 108.78 vs. DHSYX (13.10).
| DFFVX | DHSYX | DFFVX / DHSYX | |
| Total Expense Ratio | 0.29 | 0.85 | 34% |
| Annual Report Gross Expense Ratio | 0.30 | 0.85 | 35% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | -2.044 | -0.960 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 200M | 6,450% |
| Annual Yield % from dividends | 1.62 | 5.12 | 32% |
| Returns for 1 year | 6.57 | -0.90 | -731% |
| Returns for 3 years | 31.63 | -10.64 | -297% |
| Returns for 5 years | 108.78 | 13.10 | 830% |
| Returns for 10 years | 55.20 | -19.47 | -284% |
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