DHPAX
Price
$16.48
Change
+$0.18 (+1.10%)
Updated
May 8 closing price
Net Assets
131.76M
MVCAX
Price
$29.45
Change
+$0.35 (+1.20%)
Updated
May 8 closing price
Net Assets
16.28B
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DHPAX vs MVCAX

Header iconDHPAX vs MVCAX Comparison
Open Charts DHPAX vs MVCAXBanner chart's image
Diamond Hill Mid Cap I
Price$16.48
Change+$0.18 (+1.10%)
VolumeN/A
Net Assets131.76M
MFS Mid Cap Value A
Price$29.45
Change+$0.35 (+1.20%)
VolumeN/A
Net Assets16.28B
DHPAX vs MVCAX Comparison Chart
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DHPAX vs. MVCAX commentary
May 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 DHPAX is a Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.3B vs. DHPAX (132M). MVCAX pays higher dividends than DHPAX: MVCAX (0.93) vs DHPAX (0.88). DHPAX was incepted earlier than MVCAX: DHPAX (11 years) vs MVCAX (24 years). DHPAX (1.06) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. DHPAX (19.00). MVCAX has a lower initial minimum investment than DHPAX: MVCAX (1000) vs DHPAX (2500). DHPAX annual gain was more profitable for investors over the last year : -5.35 vs. MVCAX (-8.27). DHPAX return over 5 years is better than : 59.88 vs. MVCAX (56.76).
DHPAXMVCAXDHPAX / MVCAX
Total Expense Ratio1.060.99107%
Annual Report Gross Expense Ratio1.061.00106%
Fund Existence11 years24 years-
Gain YTD-2.220-5.15043%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets132M16.3B1%
Annual Yield % from dividends0.880.9395%
Returns for 1 year-5.35-8.2765%
Returns for 3 years0.514.6111%
Returns for 5 years59.8856.76105%
Returns for 10 years50.6049.35103%
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