DHMIX
Price
$27.26
Change
-$0.33 (-1.20%)
Updated
Oct 7 closing price
Net Assets
952.36M
MVCAX
Price
$32.23
Change
-$0.18 (-0.56%)
Updated
Oct 7 closing price
Net Assets
17.22B
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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$27.26
Change-$0.33 (-1.20%)
VolumeN/A
Net Assets952.36M
MFS Mid Cap Value A
Price$32.23
Change-$0.18 (-0.56%)
VolumeN/A
Net Assets17.22B
DHMIX vs MVCAX Comparison Chart in %
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DHMIX vs. MVCAX commentary
Oct 09, 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 StrongBuy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. DHMIX (952M). DHMIX pays higher dividends than MVCAX: DHMIX (1.09) vs MVCAX (0.84). 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 : 2.21 vs. MVCAX (-4.78). MVCAX return over 5 years is better than : 47.20 vs. DHMIX (44.89).
DHMIXMVCAXDHMIX / MVCAX
Total Expense Ratio0.920.9993%
Annual Report Gross Expense Ratio0.921.0092%
Fund Existence20 years24 years-
Gain YTD7.8165.639139%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets952M17.2B6%
Annual Yield % from dividends1.090.84130%
Returns for 1 year2.21-4.78-46%
Returns for 3 years21.6024.9986%
Returns for 5 years44.8947.2095%
Returns for 10 years51.9674.8169%
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