Interact to see
Advertisement
Advertisement
DFSVX vs DHMAX
DFSVX vs DHMAX Comparison
Open Charts DFSVX vs DHMAX
DFA US Small Cap Value I
Price$51.29
Change+$0.12 (+0.23%)
VolumeN/A
Net Assets16.44B
Diamond Hill Small-Mid Cap I
Price$27.48
Change+$0.14 (+0.51%)
VolumeN/A
Net Assets869.9M
DFSVX vs DHMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. DHMAX commentary
Nov 29, 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: 16.4B vs. DHMAX (870M). DFSVX pays higher dividends than DHMAX: DFSVX (1.69) vs DHMAX (0.89). DFSVX was incepted earlier than DHMAX: DFSVX (33 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). DFSVX annual gain was more profitable for investors over the last year : -1.12 vs. DHMAX (-5.11). DFSVX return over 5 years is better than : 63.97 vs. DHMAX (26.91).
| DFSVX | DHMAX | DFSVX / DHMAX | |
| Total Expense Ratio | 0.31 | 1.21 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.21 | 26% |
| Fund Existence | 33 years | 20 years | - |
| Gain YTD | 7.177 | 7.511 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 870M | 1,885% |
| Annual Yield % from dividends | 1.69 | 0.89 | 189% |
| Returns for 1 year | -1.12 | -5.11 | 22% |
| Returns for 3 years | 23.85 | 10.87 | 219% |
| Returns for 5 years | 63.97 | 26.91 | 238% |
| Returns for 10 years | 58.66 | 44.51 | 132% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| APED | 8.46 | 0.31 | +3.78% |
| Stkd 100% Mstr & 100% Coin ETF | |||
| TINY | 51.73 | 0.85 | +1.68% |
| ProShares Nanotechnology ETF | |||
| SAMT | 37.69 | 0.22 | +0.59% |
| Strategas Macro Thematic Opp ETF | |||
| FTHI | 23.72 | 0.07 | +0.30% |
| First Trust BuyWrite Income ETF | |||
| MGOV | 20.63 | -0.05 | -0.25% |
| First Trust Intermediate Gvt Opps ETF | |||