DHPAX
Price
$15.54
Change
+$0.27 (+1.77%)
Updated
Apr 11 closing price
Net Assets
141.5M
MVCAX
Price
$27.52
Change
+$0.36 (+1.33%)
Updated
Apr 11 closing price
Net Assets
15.23B
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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$15.54
Change+$0.27 (+1.77%)
VolumeN/A
Net Assets141.5M
MFS Mid Cap Value A
Price$27.52
Change+$0.36 (+1.33%)
VolumeN/A
Net Assets15.23B
DHPAX vs MVCAX Comparison Chart
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DHPAX vs. MVCAX commentary
Apr 12, 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 Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.2B vs. DHPAX (141M). MVCAX (0.90) and DHPAX (0.86) 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). DHPAX annual gain was more profitable for investors over the last year : -11.74 vs. MVCAX (-12.97). DHPAX (51.37) and MVCAX (49.10) have equivalent 5 years return.
DHPAXMVCAXDHPAX / MVCAX
Total Expense Ratio1.060.99107%
Annual Report Gross Expense Ratio1.061.00106%
Fund Existence11 years24 years-
Gain YTD-8.398-11.47373%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets141M15.2B1%
Annual Yield % from dividends0.860.9096%
Returns for 1 year-11.74-12.9790%
Returns for 3 years-12.27-8.09152%
Returns for 5 years51.3749.10105%
Returns for 10 years40.8339.26104%
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