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DHPAX vs MVCAX
DHPAX vs MVCAX Comparison
Open Charts DHPAX vs MVCAX
Diamond Hill Mid Cap I
Price$16.25
Change-$0.34 (-2.05%)
VolumeN/A
Net Assets141.5M
DHPAX vs MVCAX Comparison Chart
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DHPAX vs. MVCAX commentary
Mar 11, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. DHPAX (141M). MVCAX (0.87) and DHPAX (0.84) have matching dividends . 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). MVCAX (-3.18) and DHPAX (-3.22) have marching annual gain over last year. MVCAX (63.55) and DHPAX (60.87) have equivalent 5 years return.
| DHPAX | MVCAX | DHPAX / MVCAX | |
| Total Expense Ratio | 1.06 | 0.99 | 107% |
| Annual Report Gross Expense Ratio | 1.06 | 1.00 | 106% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | -0.480 | -1.662 | 29% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 17B | 1% |
| Annual Yield % from dividends | 0.84 | 0.87 | 97% |
| Returns for 1 year | -3.22 | -3.18 | 101% |
| Returns for 3 years | -2.49 | 4.87 | -51% |
| Returns for 5 years | 60.87 | 63.55 | 96% |
| Returns for 10 years | 58.19 | 60.30 | 96% |
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