DHMIX
Price
$23.71
Change
+$0.33 (+1.41%)
Updated
Apr 24 closing price
Net Assets
896.81M
MVCAX
Price
$28.60
Change
+$0.42 (+1.49%)
Updated
Apr 24 closing price
Net Assets
15.77B
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DHMIX vs MVCAX

Header iconDHMIX vs MVCAX Comparison
Open Charts DHMIX vs MVCAXBanner chart's image
Diamond Hill Small-Mid Cap I
Price$23.71
Change+$0.33 (+1.41%)
VolumeN/A
Net Assets896.81M
MFS Mid Cap Value A
Price$28.60
Change+$0.42 (+1.49%)
VolumeN/A
Net Assets15.77B
DHMIX vs MVCAX Comparison Chart
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DHMIX vs. MVCAX commentary
Apr 26, 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 DHMIX is a Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.8B vs. DHMIX (897M). DHMIX pays higher dividends than MVCAX: DHMIX (1.21) vs MVCAX (0.90). DHMIX was incepted earlier than MVCAX: DHMIX (19 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than DHMIX (0.92). MVCAX is a more actively managed with annual turnover of: 27.00 vs. DHMIX (22.00). MVCAX has a lower initial minimum investment than DHMIX: MVCAX (1000) vs DHMIX (2500). MVCAX annual gain was more profitable for investors over the last year : -8.95 vs. DHMIX (-10.17). MVCAX (59.24) and DHMIX (57.10) have equivalent 5 years return.
DHMIXMVCAXDHMIX / MVCAX
Total Expense Ratio0.920.9993%
Annual Report Gross Expense Ratio0.921.0092%
Fund Existence19 years24 years-
Gain YTD-8.636-8.149106%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets897M15.8B6%
Annual Yield % from dividends1.210.90135%
Returns for 1 year-10.17-8.95114%
Returns for 3 years-10.30-4.00257%
Returns for 5 years57.1059.2496%
Returns for 10 years27.9245.3362%
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