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DHMAX vs VMVAX
DHMAX vs VMVAX Comparison
Open Charts DHMAX vs VMVAX
Diamond Hill Small-Mid Cap I
Price$25.91
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets1.12B
Vanguard Mid-Cap Value Index Admiral
Price$86.09
Change+$0.29 (+0.34%)
VolumeN/A
Net Assets30.1B
DHMAX vs VMVAX Comparison Chart
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DHMAX vs. VMVAX commentary
Jan 19, 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B vs. DHMAX (1.12B). VMVAX pays higher dividends than DHMAX: VMVAX (2.14) vs DHMAX (0.24). DHMAX was incepted earlier than VMVAX: DHMAX (19 years) vs VMVAX (13 years). VMVAX is a more actively managed with annual turnover of: 22.00 vs. DHMAX (16.00). DHMAX has a lower initial minimum investment than VMVAX: DHMAX (2500) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 17.93 vs. DHMAX (5.82). VMVAX return over 5 years is better than : 38.32 vs. DHMAX (17.61).
| DHMAX | VMVAX | DHMAX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | 1.888 | 2.745 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 30.1B | 4% |
| Annual Yield % from dividends | 0.24 | 2.14 | 11% |
| Returns for 1 year | 5.82 | 17.93 | 32% |
| Returns for 3 years | -5.88 | 11.64 | -50% |
| Returns for 5 years | 17.61 | 38.32 | 46% |
| Returns for 10 years | 51.22 | 93.65 | 55% |