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DFSVX vs HIMDX
DFSVX vs HIMDX Comparison
Open Charts DFSVX vs HIMDX
DFA US Small Cap Value I
Price$48.51
Change-$0.48 (-0.98%)
VolumeN/A
Net Assets16.06B
Hennessy Cornerstone Mid Cap 30 Instl
Price$23.26
Change-$0.33 (-1.40%)
VolumeN/A
Net Assets1.32B
DFSVX vs HIMDX Comparison Chart in %
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DFSVX vs. HIMDX commentary
Jul 14, 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: 16.1B vs. HIMDX (1.32B). DFSVX pays higher dividends than HIMDX: DFSVX (1.67) vs HIMDX (0.43). 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 : 5.71 vs. HIMDX (-8.98). DFSVX (106.07) and HIMDX (106.04) have equivalent 5 years return.
| 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 | 0.880 | -2.269 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.32B | 1,217% |
| Annual Yield % from dividends | 1.67 | 0.43 | 383% |
| Returns for 1 year | 5.71 | -8.98 | -64% |
| Returns for 3 years | 34.32 | 26.69 | 129% |
| Returns for 5 years | 106.07 | 106.04 | 100% |
| Returns for 10 years | 42.98 | 9.17 | 469% |
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