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DHMAX vs MVCAX
DHMAX vs MVCAX Comparison
Open Charts DHMAX vs MVCAX
Diamond Hill Small-Mid Cap I
Price$27.83
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets922.61M
DHMAX vs MVCAX Comparison Chart in %
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DHMAX vs. MVCAX commentary
Sep 06, 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 DHMAX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. DHMAX (923M). DHMAX (0.87) and MVCAX (0.84) have matching dividends . DHMAX was incepted earlier than MVCAX: DHMAX (20 years) vs MVCAX (24 years). DHMAX (1.21) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. DHMAX (22.00). MVCAX has a lower initial minimum investment than DHMAX: MVCAX (1000) vs DHMAX (2500). DHMAX annual gain was more profitable for investors over the last year : 4.78 vs. MVCAX (-2.57). MVCAX return over 5 years is better than : 52.00 vs. DHMAX (47.68).
| DHMAX | MVCAX | DHMAX / MVCAX | |
| Total Expense Ratio | 1.21 | 0.99 | 122% |
| Annual Report Gross Expense Ratio | 1.21 | 1.00 | 121% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 9.005 | 5.508 | 163% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 17.3B | 5% |
| Annual Yield % from dividends | 0.87 | 0.84 | 104% |
| Returns for 1 year | 4.78 | -2.57 | -186% |
| Returns for 3 years | 16.64 | 18.36 | 91% |
| Returns for 5 years | 47.68 | 52.00 | 92% |
| Returns for 10 years | 51.39 | 75.57 | 68% |
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