DHMIX
Price
$26.74
Change
-$0.21 (-0.78%)
Updated
Jul 31 closing price
Net Assets
899.82M
MVCAX
Price
$31.26
Change
-$0.16 (-0.51%)
Updated
Jul 31 closing price
Net Assets
16.95B
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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$26.74
Change-$0.21 (-0.78%)
VolumeN/A
Net Assets899.82M
MFS Mid Cap Value A
Price$31.26
Change-$0.16 (-0.51%)
VolumeN/A
Net Assets16.95B
DHMIX vs MVCAX Comparison Chart in %
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DHMIX vs. MVCAX commentary
Aug 02, 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 Hold and MVCAX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. DHMIX (900M). DHMIX pays higher dividends than MVCAX: DHMIX (1.12) vs MVCAX (0.86). DHMIX was incepted earlier than MVCAX: DHMIX (20 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). DHMIX annual gain was more profitable for investors over the last year : -2.27 vs. MVCAX (-6.24). DHMIX (51.86) and MVCAX (51.09) have equivalent 5 years return.
DHMIXMVCAXDHMIX / MVCAX
Total Expense Ratio0.920.9993%
Annual Report Gross Expense Ratio0.921.0092%
Fund Existence20 years24 years-
Gain YTD4.4941.890238%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets900M17B5%
Annual Yield % from dividends1.120.86130%
Returns for 1 year-2.27-6.2436%
Returns for 3 years8.1710.5877%
Returns for 5 years51.8651.09102%
Returns for 10 years47.5163.1075%
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