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DFSVX vs DHMAX
DFSVX vs DHMAX Comparison
Open Charts DFSVX vs DHMAX
DFA US Small Cap Value I
Price$46.42
Change-$0.06 (-0.13%)
VolumeN/A
Net Assets15.34B
Diamond Hill Small-Mid Cap I
Price$25.61
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets866.97M
DFSVX vs DHMAX Comparison Chart in %
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DFSVX vs. DHMAX commentary
Jul 01, 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: 15.3B vs. DHMAX (867M). DFSVX pays higher dividends than DHMAX: DFSVX (1.65) vs DHMAX (0.97). 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). DFSVX annual gain was more profitable for investors over the last year : 4.03 vs. DHMAX (2.16). DFSVX return over 5 years is better than : 97.12 vs. DHMAX (56.55).
| 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 | -3.467 | 0.708 | -490% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 867M | 1,765% |
| Annual Yield % from dividends | 1.65 | 0.97 | 170% |
| Returns for 1 year | 4.03 | 2.16 | 187% |
| Returns for 3 years | 26.88 | 9.99 | 269% |
| Returns for 5 years | 97.12 | 56.55 | 172% |
| Returns for 10 years | 38.01 | 37.76 | 101% |
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