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DFSVX vs DHSYX
DFSVX vs DHSYX Comparison
Open Charts DFSVX vs DHSYX
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
Diamond Hill Small Cap Y
Price$20.15
Change-$1.38 (-6.41%)
VolumeN/A
Net Assets224.17M
DFSVX vs DHSYX Comparison Chart
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DFSVX vs. DHSYX commentary
Apr 04, 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 StrongBuy and DHSYX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. DHSYX (224M). DHSYX pays higher dividends than DFSVX: DHSYX (5.40) vs DFSVX (1.65). DFSVX was incepted earlier than DHSYX: DFSVX (32 years) vs DHSYX (13 years). DHSYX (0.85) is less costly to investors than DFSVX (0.31). DHSYX is a more actively managed with annual turnover of: 43.00 vs. DFSVX (12.00). 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 : -0.75 vs. DHSYX (-12.11). DFSVX return over 5 years is better than : 148.44 vs. DHSYX (30.18).
| DFSVX | DHSYX | DFSVX / DHSYX | |
| Total Expense Ratio | 0.31 | 0.85 | 36% |
| Annual Report Gross Expense Ratio | 0.31 | 0.85 | 36% |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | -6.586 | -10.104 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 224M | 6,696% |
| Annual Yield % from dividends | 1.65 | 5.40 | 31% |
| Returns for 1 year | -0.75 | -12.11 | 6% |
| Returns for 3 years | 7.99 | -30.88 | -26% |
| Returns for 5 years | 148.44 | 30.18 | 492% |
| Returns for 10 years | 31.44 | -27.46 | -115% |