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DFSVX vs DHMAX
DFSVX vs DHMAX Comparison
Open Charts DFSVX vs DHMAX
DFA US Small Cap Value I
Price$52.12
Change+$0.87 (+1.70%)
VolumeN/A
Net Assets16.71B
Diamond Hill Small-Mid Cap I
Price$27.47
Change+$0.21 (+0.77%)
VolumeN/A
Net Assets887.36M
DFSVX vs DHMAX Comparison Chart in %
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DFSVX vs. DHMAX commentary
Dec 05, 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 DFSVX is a Buy and DHMAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. DHMAX (887M). DFSVX pays higher dividends than DHMAX: DFSVX (1.62) vs DHMAX (0.87). DFSVX was incepted earlier than DHMAX: DFSVX (33 years) vs DHMAX (20 years). DHMAX (1.21) is less costly to investors than DFSVX (0.31). DHMAX is a more actively managed with annual turnover of: 22.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than DHMAX: DFSVX (0) vs DHMAX (2500). DFSVX annual gain was more profitable for investors over the last year : 0.82 vs. DHMAX (-4.33). DFSVX return over 5 years is better than : 62.61 vs. DHMAX (26.20).
| DFSVX | DHMAX | DFSVX / DHMAX | |
| Total Expense Ratio | 0.31 | 1.21 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.21 | 26% |
| Fund Existence | 33 years | 20 years | - |
| Gain YTD | 8.912 | 8.022 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 887M | 1,883% |
| Annual Yield % from dividends | 1.62 | 0.87 | 187% |
| Returns for 1 year | 0.82 | -4.33 | -19% |
| Returns for 3 years | 23.63 | 9.22 | 256% |
| Returns for 5 years | 62.61 | 26.20 | 239% |
| Returns for 10 years | 64.29 | 47.53 | 135% |
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