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DFSVX vs DHSYX
DFSVX vs DHSYX Comparison
Open Charts DFSVX vs DHSYX
DFA US Small Cap Value I
Price$51.85
Change-$0.68 (-1.29%)
VolumeN/A
CapitalizationN/A
Diamond Hill Small Cap Y
Price$29.39
Change-$0.31 (-1.04%)
VolumeN/A
CapitalizationN/A
DFSVX vs DHSYX Comparison Chart
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DFSVX vs. DHSYX commentary
Nov 13, 2024
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 DHSYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18B vs. DHSYX (236M). DHSYX pays higher dividends than DFSVX: DHSYX (2.27) vs DFSVX (1.44). DFSVX was incepted earlier than DHSYX: DFSVX (32 years) vs DHSYX (13 years). DHSYX is a more actively managed with annual turnover of: 41.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than DHSYX: DFSVX (0) vs DHSYX (500000). DFSVX annual gain was more profitable for investors over the last year : 33.78 vs. DHSYX (13.04). DFSVX return over 5 years is better than : 60.38 vs. DHSYX (-3.60).
| DFSVX | DHSYX | DFSVX / DHSYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | 16.702 | 20.550 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18B | 236M | 7,627% |
| Annual Yield % from dividends | 1.44 | 2.27 | 63% |
| Returns for 1 year | 33.78 | 13.04 | 259% |
| Returns for 3 years | 9.15 | -27.15 | -34% |
| Returns for 5 years | 60.38 | -3.60 | -1,679% |
| Returns for 10 years | 50.61 | -7.39 | -685% |