Ad is loading...
DHMAX vs VSIIX
DHMAX vs VSIIX Comparison
Open Charts DHMAX vs VSIIX
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$47.64
Change-$1.87 (-3.78%)
VolumeN/A
CapitalizationN/A
DHMAX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DHMAX vs. VSIIX 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. DHMAX (1.23B). VSIIX pays higher dividends than DHMAX: VSIIX (2.02) vs DHMAX (0.24). DHMAX was incepted earlier than VSIIX: DHMAX (19 years) vs VSIIX (25 years). DHMAX (16.00) and VSIIX (16.00) have comparable annual turnover. DHMAX has a lower initial minimum investment than VSIIX: DHMAX (2500) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 16.22 vs. DHMAX (5.46). VSIIX return over 5 years is better than : 52.86 vs. DHMAX (18.91).
| DHMAX | VSIIX | DHMAX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 4.024 | 15.027 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 63B | 2% |
| Annual Yield % from dividends | 0.24 | 2.02 | 12% |
| Returns for 1 year | 5.46 | 16.22 | 34% |
| Returns for 3 years | -1.31 | 20.66 | -6% |
| Returns for 5 years | 18.91 | 52.86 | 36% |
| Returns for 10 years | 48.11 | 105.75 | 45% |