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DIAMX vs FVALX
DIAMX vs FVALX Comparison
Open Charts DIAMX vs FVALX
Diamond Hill Long-Short I
Price$26.29
Change-$0.66 (-2.45%)
VolumeN/A
Net Assets1.95B
DIAMX vs FVALX Comparison Chart
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DIAMX vs. FVALX commentary
Apr 04, 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 Hold and FVALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DIAMX has more cash in the bank: 1.95B vs. FVALX (3.07M). FVALX pays higher dividends than DIAMX: FVALX (2.59) vs DIAMX (2.02). 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 : 8.03 vs. DIAMX (-3.24). DIAMX return over 5 years is better than : 46.77 vs. FVALX (-44.47).
| 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 | 3.257 | 8.835 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 3.07M | 63,613% |
| Annual Yield % from dividends | 2.02 | 2.59 | 78% |
| Returns for 1 year | -3.24 | 8.03 | -40% |
| Returns for 3 years | 1.42 | 2.60 | 55% |
| Returns for 5 years | 46.77 | -44.47 | -105% |
| Returns for 10 years | 19.13 | -47.70 | -40% |
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