Interact to see
Advertisement
Advertisement
DFSVX vs HIMDX
DFSVX vs HIMDX Comparison
Open Charts DFSVX vs HIMDX
DFA US Small Cap Value I
Price$50.73
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets16.61B
Hennessy Cornerstone Mid Cap 30 Instl
Price$24.32
Change+$0.22 (+0.91%)
VolumeN/A
Net Assets1.33B
DFSVX vs HIMDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. HIMDX commentary
Sep 19, 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: 16.6B vs. HIMDX (1.33B). 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 : 7.37 vs. HIMDX (-8.98). DFSVX return over 5 years is better than : 96.11 vs. HIMDX (80.22).
| 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 | 5.496 | 1.261 | 436% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 1.33B | 1,250% |
| Annual Yield % from dividends | 1.52 | 0.42 | 358% |
| Returns for 1 year | 7.37 | -8.98 | -82% |
| Returns for 3 years | 33.82 | 20.92 | 162% |
| Returns for 5 years | 96.11 | 80.22 | 120% |
| Returns for 10 years | 65.11 | 16.59 | 392% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement