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DFFVX vs HIMDX
DFFVX vs HIMDX Comparison
Open Charts DFFVX vs HIMDX
DFA US Targeted Value I
Price$31.62
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets12.26B
Hennessy Cornerstone Mid Cap 30 Instl
Price$21.57
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets1.28B
DFFVX vs HIMDX Comparison Chart
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DFFVX vs. HIMDX commentary
May 11, 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 HIMDX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.3B vs. HIMDX (1.28B). DFFVX pays higher dividends than HIMDX: DFFVX (1.71) vs HIMDX (0.48). DFFVX was incepted earlier than HIMDX: DFFVX (25 years) vs HIMDX (17 years). HIMDX (0.95) is less costly to investors than DFFVX (0.30). HIMDX is a more actively managed with annual turnover of: 94.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than HIMDX: DFFVX (0) vs HIMDX (250000). DFFVX annual gain was more profitable for investors over the last year : -2.42 vs. HIMDX (-13.91). HIMDX return over 5 years is better than : 115.54 vs. DFFVX (105.73).
| DFFVX | HIMDX | DFFVX / HIMDX | |
| Total Expense Ratio | 0.29 | 0.95 | 31% |
| Annual Report Gross Expense Ratio | 0.30 | 0.95 | 32% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | -7.598 | -9.370 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 1.28B | 961% |
| Annual Yield % from dividends | 1.71 | 0.48 | 353% |
| Returns for 1 year | -2.42 | -13.91 | 17% |
| Returns for 3 years | 18.29 | 7.26 | 252% |
| Returns for 5 years | 105.73 | 115.54 | 92% |
| Returns for 10 years | 45.65 | 8.03 | 568% |