DHMIX
Price
$27.86
Change
-$0.35 (-1.24%)
Updated
Sep 12 closing price
Net Assets
952.36M
MVCAX
Price
$32.32
Change
-$0.26 (-0.80%)
Updated
Sep 12 closing price
Net Assets
17.14B
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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$27.86
Change-$0.35 (-1.24%)
VolumeN/A
Net Assets952.36M
MFS Mid Cap Value A
Price$32.32
Change-$0.26 (-0.80%)
VolumeN/A
Net Assets17.14B
DHMIX vs MVCAX Comparison Chart in %
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DHMIX vs. MVCAX commentary
Sep 15, 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 Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. DHMIX (952M). DHMIX pays higher dividends than MVCAX: DHMIX (1.08) 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 : 5.40 vs. MVCAX (-2.60). MVCAX (53.99) and DHMIX (52.99) have equivalent 5 years return.
DHMIXMVCAXDHMIX / MVCAX
Total Expense Ratio0.920.9993%
Annual Report Gross Expense Ratio0.921.0092%
Fund Existence20 years24 years-
Gain YTD8.8715.346166%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets952M17.1B6%
Annual Yield % from dividends1.080.84129%
Returns for 1 year5.40-2.60-208%
Returns for 3 years14.1816.1088%
Returns for 5 years52.9953.9998%
Returns for 10 years55.9375.4874%
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