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DHMAX vs VISVX
DHMAX vs VISVX Comparison
Open Charts DHMAX vs VISVX
Diamond Hill Small-Mid Cap I
Price$26.24
Change+$0.32 (+1.23%)
VolumeN/A
Net Assets1.12B
Vanguard Small Cap Value Index I
Price$49.70
Change+$0.53 (+1.08%)
VolumeN/A
Net Assets58.32B
DHMAX vs VISVX Comparison Chart
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DHMAX vs. VISVX commentary
Jan 31, 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: 58.3B vs. DHMAX (1.12B). VISVX pays higher dividends than DHMAX: VISVX (1.90) vs DHMAX (0.24). DHMAX was incepted earlier than VISVX: DHMAX (19 years) vs VISVX (27 years). DHMAX (16.00) and VISVX (16.00) have comparable annual turnover. 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 : 17.43 vs. DHMAX (4.05). VISVX return over 5 years is better than : 57.77 vs. DHMAX (24.09).
| DHMAX | VISVX | DHMAX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | 1.927 | 3.429 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 58.3B | 2% |
| Annual Yield % from dividends | 0.24 | 1.90 | 13% |
| Returns for 1 year | 4.05 | 17.43 | 23% |
| Returns for 3 years | -1.41 | 21.61 | -7% |
| Returns for 5 years | 24.09 | 57.77 | 42% |
| Returns for 10 years | 48.11 | 107.11 | 45% |
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