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DHPAX vs MVCAX
DHPAX vs MVCAX Comparison
Open Charts DHPAX vs MVCAX
Diamond Hill Mid Cap I
Price$17.05
Change+$0.14 (+0.83%)
VolumeN/A
Net Assets126.85M
DHPAX vs MVCAX Comparison Chart
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DHPAX vs. MVCAX commentary
Jun 07, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. DHPAX (127M). MVCAX pays higher dividends than DHPAX: MVCAX (0.89) vs DHPAX (0.85). 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 : -0.66 vs. MVCAX (-5.05). DHPAX (42.07) and MVCAX (40.08) 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 | 1.440 | -2.151 | -67% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 16.7B | 1% |
| Annual Yield % from dividends | 0.85 | 0.89 | 95% |
| Returns for 1 year | -0.66 | -5.05 | 13% |
| Returns for 3 years | -1.85 | 0.85 | -217% |
| Returns for 5 years | 42.07 | 40.08 | 105% |
| Returns for 10 years | 56.51 | 55.19 | 102% |
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