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DHMAX vs VISVX
DHMAX vs VISVX Comparison
Open Charts DHMAX vs VISVX
Diamond Hill Small-Mid Cap I
Price$26.91
Change-$0.11 (-0.41%)
VolumeN/A
Net Assets899.82M
Vanguard Small Cap Value Index I
Price$48.52
Change-$0.57 (-1.16%)
VolumeN/A
Net Assets55.61B
DHMAX vs VISVX Comparison Chart in %
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DHMAX vs. VISVX commentary
Jul 25, 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 VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. DHMAX (900M). VISVX pays higher dividends than DHMAX: VISVX (1.99) vs DHMAX (0.93). DHMAX was incepted earlier than VISVX: DHMAX (20 years) vs VISVX (27 years). DHMAX (1.21) is less costly to investors than VISVX (0.19). DHMAX is a more actively managed with annual turnover of: 22.00 vs. VISVX (16.00). DHMAX has a lower initial minimum investment than VISVX: DHMAX (2500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 7.53 vs. DHMAX (2.79). VISVX return over 5 years is better than : 90.01 vs. DHMAX (52.10).
| DHMAX | VISVX | DHMAX / VISVX | |
| Total Expense Ratio | 1.21 | 0.19 | 637% |
| Annual Report Gross Expense Ratio | 1.21 | 0.19 | 637% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 6.252 | 3.543 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 900M | 55.6B | 2% |
| Annual Yield % from dividends | 0.93 | 1.99 | 47% |
| Returns for 1 year | 2.79 | 7.53 | 37% |
| Returns for 3 years | 12.26 | 31.05 | 39% |
| Returns for 5 years | 52.10 | 90.01 | 58% |
| Returns for 10 years | 48.42 | 105.73 | 46% |
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