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DIAMX vs FVALX
DIAMX vs FVALX Comparison
Open Charts DIAMX vs FVALX
Diamond Hill Long-Short I
Price$27.43
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets1.88B
DIAMX vs FVALX Comparison Chart
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DIAMX vs. FVALX commentary
May 23, 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 DIAMX is a Buy and FVALX is a Hold.
FUNDAMENTALS
Fundamentals
DIAMX has more cash in the bank: 1.88B vs. FVALX (4.73M). FVALX pays higher dividends than DIAMX: FVALX (2.43) vs DIAMX (2.04). DIAMX was incepted earlier than FVALX: DIAMX (25 years) vs FVALX (26 years). DIAMX (1.75) is less costly to investors than FVALX (1.27). DIAMX is a more actively managed with annual turnover of: 46.00 vs. FVALX (7.13). FVALX has a lower initial minimum investment than DIAMX: FVALX (1000) vs DIAMX (2500). FVALX annual gain was more profitable for investors over the last year : 17.43 vs. DIAMX (-2.27). DIAMX return over 5 years is better than : 31.39 vs. FVALX (-38.93).
| DIAMX | FVALX | DIAMX / FVALX | |
| Total Expense Ratio | 1.75 | 1.27 | 138% |
| Annual Report Gross Expense Ratio | 1.75 | 1.27 | 138% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 5.249 | 16.466 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 4.73M | 39,780% |
| Annual Yield % from dividends | 2.04 | 2.43 | 84% |
| Returns for 1 year | -2.27 | 17.43 | -13% |
| Returns for 3 years | 7.15 | 4.47 | 160% |
| Returns for 5 years | 31.39 | -38.93 | -81% |
| Returns for 10 years | 18.56 | -43.36 | -43% |
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