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DFSVX vs HIMDX
DFSVX vs HIMDX Comparison
Open Charts DFSVX vs HIMDX
DFA US Small Cap Value I
Price$48.56
Change+$1.52 (+3.23%)
VolumeN/A
Net Assets15.5B
Hennessy Cornerstone Mid Cap 30 Instl
Price$23.52
Change+$0.71 (+3.11%)
VolumeN/A
Net Assets1.26B
DFSVX vs HIMDX Comparison Chart in %
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DFSVX vs. HIMDX commentary
Aug 13, 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 HIMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. HIMDX (1.27B). DFSVX pays higher dividends than HIMDX: DFSVX (1.64) vs HIMDX (0.44). DFSVX was incepted earlier than HIMDX: DFSVX (32 years) vs HIMDX (17 years). HIMDX (0.95) is less costly to investors than DFSVX (0.31). HIMDX is a more actively managed with annual turnover of: 94.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HIMDX: DFSVX (0) vs HIMDX (250000). DFSVX annual gain was more profitable for investors over the last year : 8.56 vs. HIMDX (-10.63). DFSVX return over 5 years is better than : 80.46 vs. HIMDX (71.95).
| DFSVX | HIMDX | DFSVX / HIMDX | |
| Total Expense Ratio | 0.31 | 0.95 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 0.95 | 33% |
| Fund Existence | 32 years | 17 years | - |
| Gain YTD | 0.984 | -4.160 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 1.27B | 1,225% |
| Annual Yield % from dividends | 1.64 | 0.44 | 370% |
| Returns for 1 year | 8.56 | -10.63 | -81% |
| Returns for 3 years | 16.31 | 4.62 | 353% |
| Returns for 5 years | 80.46 | 71.95 | 112% |
| Returns for 10 years | 49.58 | 5.27 | 941% |
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