Ad is loading...
DHMAX
Price
$28.03
Change
-$0.17 (-0.60%)
Updated
Nov 15 closing price
MVCAX
Price
$35.14
Change
-$0.23 (-0.65%)
Updated
Nov 15 closing price
Ad is loading...

DHMAX vs MVCAX

Header iconDHMAX vs MVCAX Comparison
Open Charts DHMAX vs MVCAXBanner chart's image
Diamond Hill Small-Mid Cap I
Price$28.03
Change-$0.17 (-0.60%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$35.14
Change-$0.23 (-0.65%)
VolumeN/A
CapitalizationN/A
DHMAX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
DHMAX vs. MVCAX commentary
Nov 17, 2024

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 DHMAX is a Buy and MVCAX is a Buy.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. DHMAX (1.24B). MVCAX pays higher dividends than DHMAX: MVCAX (1.16) vs DHMAX (0.24). DHMAX was incepted earlier than MVCAX: DHMAX (19 years) vs MVCAX (23 years). MVCAX is a more actively managed with annual turnover of: 19.00 vs. DHMAX (16.00). MVCAX has a lower initial minimum investment than DHMAX: MVCAX (1000) vs DHMAX (2500). MVCAX annual gain was more profitable for investors over the last year : 26.84 vs. DHMAX (23.36). MVCAX return over 5 years is better than : 49.25 vs. DHMAX (25.39).
DHMAXMVCAXDHMAX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence19 years23 years-
Gain YTD10.57217.80159%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets1.24B17.9B7%
Annual Yield % from dividends0.241.1621%
Returns for 1 year23.3626.8487%
Returns for 3 years-5.348.55-62%
Returns for 5 years25.3949.2552%
Returns for 10 years55.8278.6471%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
IEUS54.810.01
+0.02%
iShares MSCI Europe Small-Cap ETF
PSCD111.34N/A
N/A
Invesco S&P SmallCap Cnsmr Discret ETF
EFAX40.39-0.18
-0.44%
SPDR® MSCI EAFE Fssl Ful Free RsrvETF
VT118.52-1.19
-0.99%
Vanguard Total World Stock ETF
EQTY23.77-0.30
-1.26%
Kovitz Core Equity ETF