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DHMAX vs VISVX
DHMAX vs VISVX Comparison
Open Charts DHMAX vs VISVX
Diamond Hill Small-Mid Cap I
Price$25.47
Change-$0.90 (-3.41%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
DHMAX vs VISVX Comparison Chart
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DHMAX vs. VISVX commentary
Dec 19, 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 Sell and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. DHMAX (1.23B). 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 : 16.18 vs. DHMAX (5.46). VISVX return over 5 years is better than : 52.67 vs. DHMAX (18.91).
| 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 | 4.024 | 14.945 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 63B | 2% |
| Annual Yield % from dividends | 0.24 | 1.90 | 13% |
| Returns for 1 year | 5.46 | 16.18 | 34% |
| Returns for 3 years | -1.31 | 20.58 | -6% |
| Returns for 5 years | 18.91 | 52.67 | 36% |
| Returns for 10 years | 48.11 | 105.07 | 46% |
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