DFSVX
Price
$48.29
Change
-$0.78 (-1.59%)
Updated
Jul 24 closing price
Net Assets
16.3B
DHMAX
Price
$26.91
Change
-$0.11 (-0.41%)
Updated
Jul 24 closing price
Net Assets
899.82M
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DFSVX vs DHMAX

Header iconDFSVX vs DHMAX Comparison
Open Charts DFSVX vs DHMAXBanner chart's image
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.

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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).
DFSVXDHMAXDFSVX / DHMAX
Total Expense Ratio0.311.2126%
Annual Report Gross Expense Ratio0.311.2126%
Fund Existence32 years20 years-
Gain YTD0.4226.2527%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets16.3B900M1,811%
Annual Yield % from dividends1.670.93180%
Returns for 1 year1.872.7967%
Returns for 3 years25.9512.26212%
Returns for 5 years93.3352.10179%
Returns for 10 years51.3948.42106%
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