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DFSVX vs DHMAX
DFSVX vs DHMAX Comparison
Open Charts DFSVX vs DHMAX
DFA US Small Cap Value I
Price$48.29
Change-$0.78 (-1.59%)
VolumeN/A
Net Assets16.3B
Diamond Hill Small-Mid Cap I
Price$26.91
Change-$0.11 (-0.41%)
VolumeN/A
Net Assets899.82M
DFSVX vs DHMAX Comparison Chart in %
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DFSVX 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 DFSVX is a Buy and DHMAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. DHMAX (900M). DFSVX pays higher dividends than DHMAX: DFSVX (1.67) vs DHMAX (0.93). DFSVX was incepted earlier than DHMAX: DFSVX (32 years) vs DHMAX (20 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). DHMAX annual gain was more profitable for investors over the last year : 2.79 vs. DFSVX (1.87). DFSVX return over 5 years is better than : 93.33 vs. DHMAX (52.10).
| 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 | 20 years | - |
| Gain YTD | 0.422 | 6.252 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 900M | 1,811% |
| Annual Yield % from dividends | 1.67 | 0.93 | 180% |
| Returns for 1 year | 1.87 | 2.79 | 67% |
| Returns for 3 years | 25.95 | 12.26 | 212% |
| Returns for 5 years | 93.33 | 52.10 | 179% |
| Returns for 10 years | 51.39 | 48.42 | 106% |
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