DHMIX
Price
$23.57
Change
-$1.42 (-5.68%)
Updated
Apr 3 closing price
Net Assets
1.08B
MVCAX
Price
$28.58
Change
-$1.68 (-5.55%)
Updated
Apr 3 closing price
Net Assets
16.94B
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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$23.57
Change-$1.42 (-5.68%)
VolumeN/A
Net Assets1.08B
MFS Mid Cap Value A
Price$28.58
Change-$1.68 (-5.55%)
VolumeN/A
Net Assets16.94B
DHMIX vs MVCAX Comparison Chart
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DHMIX vs. MVCAX commentary
Apr 04, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. DHMIX (1.08B). 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 : -4.59 vs. DHMIX (-7.31). MVCAX return over 5 years is better than : 96.65 vs. DHMIX (90.95).
DHMIXMVCAXDHMIX / MVCAX
Total Expense Ratio0.920.9993%
Annual Report Gross Expense Ratio0.921.0092%
Fund Existence19 years24 years-
Gain YTD-3.869-1.369283%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets1.08B16.9B6%
Annual Yield % from dividends1.210.90135%
Returns for 1 year-7.31-4.59159%
Returns for 3 years-8.310.73-1,135%
Returns for 5 years90.9596.6594%
Returns for 10 years36.4855.2366%
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