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DHMIX vs MVCAX
DHMIX vs MVCAX Comparison
Open Charts DHMIX vs MVCAX
Diamond Hill Small-Mid Cap I
Price$26.38
Change+$0.13 (+0.50%)
VolumeN/A
Net Assets869.9M
DHMIX vs MVCAX Comparison Chart in %
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DHMIX vs. MVCAX commentary
Nov 20, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.4B vs. DHMIX (870M). DHMIX pays higher dividends than MVCAX: DHMIX (1.11) vs MVCAX (0.85). 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 : -5.79 vs. MVCAX (-10.74). MVCAX return over 5 years is better than : 32.02 vs. DHMIX (25.90).
| DHMIX | MVCAX | DHMIX / MVCAX | |
| Total Expense Ratio | 0.92 | 0.99 | 93% |
| Annual Report Gross Expense Ratio | 0.92 | 1.00 | 92% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 2.579 | 1.825 | 141% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 870M | 16.4B | 5% |
| Annual Yield % from dividends | 1.11 | 0.85 | 130% |
| Returns for 1 year | -5.79 | -10.74 | 54% |
| Returns for 3 years | 7.49 | 9.71 | 77% |
| Returns for 5 years | 25.90 | 32.02 | 81% |
| Returns for 10 years | 44.96 | 66.32 | 68% |
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