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DFSVX vs DHSYX
DFSVX vs DHSYX Comparison
Open Charts DFSVX vs DHSYX
DFA US Small Cap Value I
Price$42.14
Change+$0.81 (+1.96%)
VolumeN/A
Net Assets13.89B
Diamond Hill Small Cap Y
Price$20.56
Change+$0.43 (+2.14%)
VolumeN/A
Net Assets205.09M
DFSVX vs DHSYX Comparison Chart
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DFSVX vs. DHSYX commentary
Apr 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 DHSYX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.9B vs. DHSYX (205M). 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 : -5.06 vs. DHSYX (-15.56). DFSVX return over 5 years is better than : 101.19 vs. DHSYX (7.87).
| 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 | -12.795 | -15.950 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 205M | 6,780% |
| Annual Yield % from dividends | 1.65 | 5.40 | 31% |
| Returns for 1 year | -5.06 | -15.56 | 33% |
| Returns for 3 years | 3.93 | -33.14 | -12% |
| Returns for 5 years | 101.19 | 7.87 | 1,285% |
| Returns for 10 years | 23.87 | -32.02 | -75% |