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DFSVX vs HIMDX
DFSVX vs HIMDX Comparison
Open Charts DFSVX vs HIMDX
DFA US Small Cap Value I
Price$50.48
Change-$0.13 (-0.26%)
VolumeN/A
Net Assets16.74B
Hennessy Cornerstone Mid Cap 30 Instl
Price$24.06
Change+$0.17 (+0.71%)
VolumeN/A
Net Assets1.32B
DFSVX vs HIMDX Comparison Chart in %
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DFSVX vs. HIMDX commentary
Sep 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 Hold and HIMDX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. HIMDX (1.32B). DFSVX pays higher dividends than HIMDX: DFSVX (1.52) vs HIMDX (0.42). DFSVX was incepted earlier than HIMDX: DFSVX (33 years) vs HIMDX (18 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 : 8.19 vs. HIMDX (-7.52). DFSVX return over 5 years is better than : 90.96 vs. HIMDX (84.17).
| DFSVX | HIMDX | DFSVX / HIMDX | |
| Total Expense Ratio | 0.31 | 0.95 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 0.95 | 33% |
| Fund Existence | 33 years | 18 years | - |
| Gain YTD | 4.977 | 0.378 | 1,316% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 1.32B | 1,265% |
| Annual Yield % from dividends | 1.52 | 0.42 | 358% |
| Returns for 1 year | 8.19 | -7.52 | -109% |
| Returns for 3 years | 31.50 | 15.93 | 198% |
| Returns for 5 years | 90.96 | 84.17 | 108% |
| Returns for 10 years | 65.42 | 17.58 | 372% |
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