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DFSVX vs DHMAX
DFSVX vs DHMAX Comparison
Open Charts DFSVX vs DHMAX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
Diamond Hill Small-Mid Cap I
Price$26.81
Change-$0.14 (-0.52%)
VolumeN/A
Net Assets874.58M
DFSVX vs DHMAX Comparison Chart in %
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DFSVX vs. DHMAX commentary
Feb 05, 2026
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: 17.9B vs. DHMAX (875M). DFSVX pays higher dividends than DHMAX: DFSVX (1.58) vs DHMAX (0.00). 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 (7.00). 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 : 17.52 vs. DHMAX (4.52). DFSVX return over 5 years is better than : 55.54 vs. DHMAX (14.21).
| 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 | 9.431 | 3.235 | 292% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 875M | 2,046% |
| Annual Yield % from dividends | 1.58 | 0.00 | - |
| Returns for 1 year | 17.52 | 4.52 | 388% |
| Returns for 3 years | 35.91 | 3.42 | 1,050% |
| Returns for 5 years | 55.54 | 14.21 | 391% |
| Returns for 10 years | 121.92 | 64.38 | 189% |
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