DHMAX
Price
$27.06
Change
-$0.37 (-1.35%)
Updated
Aug 14 closing price
Net Assets
922.61M
MVCAX
Price
$31.90
Change
-$0.26 (-0.81%)
Updated
Aug 14 closing price
Net Assets
17.39B
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DHMAX vs MVCAX

Header iconDHMAX vs MVCAX Comparison
Open Charts DHMAX vs MVCAXBanner chart's image
Diamond Hill Small-Mid Cap I
Price$27.06
Change-$0.37 (-1.35%)
VolumeN/A
Net Assets922.61M
MFS Mid Cap Value A
Price$31.90
Change-$0.26 (-0.81%)
VolumeN/A
Net Assets17.39B
DHMAX vs MVCAX Comparison Chart in %
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DHMAX vs. MVCAX commentary
Aug 15, 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 Hold and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. DHMAX (923M). DHMAX (0.90) and MVCAX (0.86) 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 : 4.12 vs. MVCAX (-1.45). MVCAX return over 5 years is better than : 48.59 vs. DHMAX (42.54).
DHMAXMVCAXDHMAX / MVCAX
Total Expense Ratio1.210.99122%
Annual Report Gross Expense Ratio1.211.00121%
Fund Existence20 years24 years-
Gain YTD6.4103.977161%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets923M17.4B5%
Annual Yield % from dividends0.900.86104%
Returns for 1 year4.12-1.45-284%
Returns for 3 years4.297.9954%
Returns for 5 years42.5448.5988%
Returns for 10 years42.6763.7267%
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