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DFSVX vs DHMAX
DFSVX vs DHMAX Comparison
Open Charts DFSVX vs DHMAX
DFA US Small Cap Value I
Price$42.14
Change+$0.81 (+1.96%)
VolumeN/A
Net Assets13.89B
Diamond Hill Small-Mid Cap I
Price$23.54
Change+$0.32 (+1.38%)
VolumeN/A
Net Assets896.81M
DFSVX vs DHMAX Comparison Chart
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DFSVX vs. DHMAX commentary
Apr 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 DFSVX is a Buy and DHMAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.9B vs. DHMAX (897M). DFSVX pays higher dividends than DHMAX: DFSVX (1.65) vs DHMAX (0.97). DFSVX was incepted earlier than DHMAX: DFSVX (32 years) vs DHMAX (19 years). DHMAX (1.21) is less costly to investors than DFSVX (0.31). DHMAX is a more actively managed with annual turnover of: 22.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than DHMAX: DFSVX (0) vs DHMAX (2500). DFSVX annual gain was more profitable for investors over the last year : -8.03 vs. DHMAX (-10.97). DFSVX return over 5 years is better than : 95.08 vs. DHMAX (53.04).
| DFSVX | DHMAX | DFSVX / DHMAX | |
| Total Expense Ratio | 0.31 | 1.21 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.21 | 26% |
| Fund Existence | 32 years | 19 years | - |
| Gain YTD | -15.444 | -9.595 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 897M | 1,550% |
| Annual Yield % from dividends | 1.65 | 0.97 | 170% |
| Returns for 1 year | -8.03 | -10.97 | 73% |
| Returns for 3 years | 0.80 | -11.89 | -7% |
| Returns for 5 years | 95.08 | 53.04 | 179% |
| Returns for 10 years | 19.34 | 22.02 | 88% |
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