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DFSVX vs HIMDX
DFSVX vs HIMDX Comparison
Open Charts DFSVX vs HIMDX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Hennessy Cornerstone Mid Cap 30 Instl
Price$24.03
Change-$0.96 (-3.84%)
VolumeN/A
CapitalizationN/A
DFSVX vs HIMDX Comparison Chart
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DFSVX vs. HIMDX commentary
Dec 19, 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 HIMDX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. HIMDX (1.82B). DFSVX pays higher dividends than HIMDX: DFSVX (1.44) vs HIMDX (0.00). DFSVX was incepted earlier than HIMDX: DFSVX (32 years) vs HIMDX (17 years). HIMDX is a more actively managed with annual turnover of: 120.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than HIMDX: DFSVX (0) vs HIMDX (250000). HIMDX annual gain was more profitable for investors over the last year : 22.20 vs. DFSVX (15.68). HIMDX return over 5 years is better than : 91.84 vs. DFSVX (52.30).
| DFSVX | HIMDX | DFSVX / HIMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 17 years | - |
| Gain YTD | 13.283 | 20.144 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 1.82B | 931% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | 15.68 | 22.20 | 71% |
| Returns for 3 years | 24.57 | 27.61 | 89% |
| Returns for 5 years | 52.30 | 91.84 | 57% |
| Returns for 10 years | 52.91 | 33.51 | 158% |
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