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DFSVX vs HIMDX
DFSVX vs HIMDX Comparison
Open Charts DFSVX vs HIMDX
DFA US Small Cap Value I
Price$50.49
Change+$0.46 (+0.92%)
VolumeN/A
Net Assets16.93B
Hennessy Cornerstone Mid Cap 30 Instl
Price$25.19
Change+$0.41 (+1.65%)
VolumeN/A
Net Assets1.9B
DFSVX vs HIMDX Comparison Chart
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DFSVX vs. HIMDX commentary
Jan 31, 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 HIMDX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. HIMDX (1.9B). 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 : 20.59 vs. DFSVX (17.34). HIMDX return over 5 years is better than : 92.34 vs. DFSVX (64.95).
| 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 | 4.082 | 4.118 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 1.9B | 891% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | 17.34 | 20.59 | 84% |
| Returns for 3 years | 23.52 | 27.58 | 85% |
| Returns for 5 years | 64.95 | 92.34 | 70% |
| Returns for 10 years | 57.14 | 35.24 | 162% |
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