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DHMIX vs MVCAX
DHMIX vs MVCAX Comparison
Open Charts DHMIX vs MVCAX
Diamond Hill Small-Mid Cap I
Price$26.04
Change+$0.21 (+0.81%)
VolumeN/A
CapitalizationN/A
DHMIX vs MVCAX Comparison Chart
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DHMIX vs. MVCAX commentary
Dec 25, 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 DHMIX is a Sell and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. DHMIX (1.23B). DHMIX (1.16) and MVCAX (1.16) have matching dividends . DHMIX was incepted earlier than MVCAX: DHMIX (19 years) vs MVCAX (23 years). MVCAX is a more actively managed with annual turnover of: 19.00 vs. DHMIX (16.00). 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 : 5.22 vs. DHMIX (2.31). MVCAX return over 5 years is better than : 30.02 vs. DHMIX (18.09).
| DHMIX | MVCAX | DHMIX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 2.198 | 4.723 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 17.1B | 7% |
| Annual Yield % from dividends | 1.16 | 1.16 | 100% |
| Returns for 1 year | 2.31 | 5.22 | 44% |
| Returns for 3 years | -4.62 | 2.59 | -178% |
| Returns for 5 years | 18.09 | 30.02 | 60% |
| Returns for 10 years | 48.38 | 64.28 | 75% |