DHIL
Price
$143.66
Change
-$0.08 (-0.06%)
Updated
Jun 27 closing price
Capitalization
434.69M
IVZ
Price
$15.70
Change
+$0.12 (+0.77%)
Updated
Jun 27 closing price
Capitalization
7.41B
30 days until earnings call
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DHIL vs IVZ

Header iconDHIL vs IVZ Comparison
Open Charts DHIL vs IVZBanner chart's image
Diamond Hill Investment Group
Price$143.66
Change-$0.08 (-0.06%)
Volume$77.77K
Capitalization434.69M
Inves
Price$15.70
Change+$0.12 (+0.77%)
Volume$4.75M
Capitalization7.41B
DHIL vs IVZ Comparison Chart in %
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DHIL
Daily Signalchanged days ago
Gain/Loss if bought
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
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DHIL vs. IVZ commentary
Jun 29, 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 DHIL is a Buy and IVZ is a StrongBuy.

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COMPARISON
Comparison
Jun 29, 2025
Stock price -- (DHIL: $143.66 vs. IVZ: $15.70)
Brand notoriety: DHIL and IVZ are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: DHIL: 243% vs. IVZ: 97%
Market capitalization -- DHIL: $434.69M vs. IVZ: $7.41B
DHIL [@Investment Managers] is valued at $434.69M. IVZ’s [@Investment Managers] market capitalization is $7.41B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $6.16B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

DHIL’s FA Score shows that 1 FA rating(s) are green whileIVZ’s FA Score has 1 green FA rating(s).

  • DHIL’s FA Score: 1 green, 4 red.
  • IVZ’s FA Score: 1 green, 4 red.
According to our system of comparison, DHIL is a better buy in the long-term than IVZ.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

DHIL’s TA Score shows that 2 TA indicator(s) are bullish while IVZ’s TA Score has 4 bullish TA indicator(s).

  • DHIL’s TA Score: 2 bullish, 5 bearish.
  • IVZ’s TA Score: 4 bullish, 3 bearish.
According to our system of comparison, IVZ is a better buy in the short-term than DHIL.

Price Growth

DHIL (@Investment Managers) experienced а +4.63% price change this week, while IVZ (@Investment Managers) price change was +6.01% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.82%. For the same industry, the average monthly price growth was +5.28%, and the average quarterly price growth was +10.41%.

Reported Earning Dates

DHIL is expected to report earnings on Apr 29, 2025.

IVZ is expected to report earnings on Jul 29, 2025.

Industries' Descriptions

@Investment Managers (+2.82% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
IVZ($7.41B) has a higher market cap than DHIL($435M). IVZ has higher P/E ratio than DHIL: IVZ (12.27) vs DHIL (10.52). DHIL YTD gains are higher at: -5.452 vs. IVZ (-7.937). IVZ has higher annual earnings (EBITDA): 1.13B vs. DHIL (36.8M). IVZ has more cash in the bank: 1.93B vs. DHIL (47M). DHIL has less debt than IVZ: DHIL (48.7K) vs IVZ (9.05B). IVZ has higher revenues than DHIL: IVZ (5.72B) vs DHIL (137M).
DHILIVZDHIL / IVZ
Capitalization435M7.41B6%
EBITDA36.8M1.13B3%
Gain YTD-5.452-7.93769%
P/E Ratio10.5212.2786%
Revenue137M5.72B2%
Total Cash47M1.93B2%
Total Debt48.7K9.05B0%
FUNDAMENTALS RATINGS
DHIL vs IVZ: Fundamental Ratings
DHIL
IVZ
OUTLOOK RATING
1..100
8433
VALUATION
overvalued / fair valued / undervalued
1..100
23
Undervalued
18
Undervalued
PROFIT vs RISK RATING
1..100
3553
SMR RATING
1..100
3982
PRICE GROWTH RATING
1..100
5551
P/E GROWTH RATING
1..100
5180
SEASONALITY SCORE
1..100
50n/a

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

IVZ's Valuation (18) in the Investment Managers industry is in the same range as DHIL (23). This means that IVZ’s stock grew similarly to DHIL’s over the last 12 months.

DHIL's Profit vs Risk Rating (35) in the Investment Managers industry is in the same range as IVZ (53). This means that DHIL’s stock grew similarly to IVZ’s over the last 12 months.

DHIL's SMR Rating (39) in the Investment Managers industry is somewhat better than the same rating for IVZ (82). This means that DHIL’s stock grew somewhat faster than IVZ’s over the last 12 months.

IVZ's Price Growth Rating (51) in the Investment Managers industry is in the same range as DHIL (55). This means that IVZ’s stock grew similarly to DHIL’s over the last 12 months.

DHIL's P/E Growth Rating (51) in the Investment Managers industry is in the same range as IVZ (80). This means that DHIL’s stock grew similarly to IVZ’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
DHILIVZ
RSI
ODDS (%)
Bearish Trend 7 days ago
50%
N/A
Stochastic
ODDS (%)
Bearish Trend 3 days ago
61%
Bearish Trend 3 days ago
63%
Momentum
ODDS (%)
Bearish Trend 3 days ago
48%
Bullish Trend 3 days ago
70%
MACD
ODDS (%)
Bullish Trend 3 days ago
48%
Bullish Trend 3 days ago
78%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
51%
Bullish Trend 3 days ago
72%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
52%
Bullish Trend 3 days ago
70%
Advances
ODDS (%)
Bullish Trend 6 days ago
49%
Bullish Trend 3 days ago
70%
Declines
ODDS (%)
Bearish Trend 13 days ago
57%
Bearish Trend 17 days ago
67%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
67%
Bearish Trend 3 days ago
66%
Aroon
ODDS (%)
N/A
Bullish Trend 3 days ago
71%
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DHIL
Daily Signalchanged days ago
Gain/Loss if bought
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
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DHIL and

Correlation & Price change

A.I.dvisor indicates that over the last year, DHIL has been closely correlated with APAM. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if DHIL jumps, then APAM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DHIL
1D Price
Change %
DHIL100%
-0.06%
APAM - DHIL
71%
Closely correlated
+0.04%
IVZ - DHIL
65%
Loosely correlated
+0.77%
TROW - DHIL
64%
Loosely correlated
N/A
VRTS - DHIL
62%
Loosely correlated
-1.17%
AAMI - DHIL
61%
Loosely correlated
+3.01%
More

IVZ and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVZ has been closely correlated with JHG. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVZ
1D Price
Change %
IVZ100%
+0.77%
JHG - IVZ
84%
Closely correlated
+1.57%
AMG - IVZ
81%
Closely correlated
+2.87%
KKR - IVZ
80%
Closely correlated
+1.78%
BN - IVZ
80%
Closely correlated
+0.82%
CG - IVZ
79%
Closely correlated
+0.99%
More