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DFSVX vs HIMDX
DFSVX vs HIMDX Comparison
Open Charts DFSVX vs HIMDX
DFA US Small Cap Value I
Price$43.90
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets14.56B
Hennessy Cornerstone Mid Cap 30 Instl
Price$21.57
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets1.28B
DFSVX vs HIMDX Comparison Chart
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DFSVX vs. HIMDX commentary
May 11, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. HIMDX (1.28B). DFSVX pays higher dividends than HIMDX: DFSVX (1.75) vs HIMDX (0.48). 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 : -4.47 vs. HIMDX (-13.91). HIMDX return over 5 years is better than : 115.54 vs. DFSVX (92.55).
| 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 | -9.153 | -9.370 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 1.28B | 1,141% |
| Annual Yield % from dividends | 1.75 | 0.48 | 361% |
| Returns for 1 year | -4.47 | -13.91 | 32% |
| Returns for 3 years | 13.88 | 7.26 | 191% |
| Returns for 5 years | 92.55 | 115.54 | 80% |
| Returns for 10 years | 29.01 | 8.03 | 361% |