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DFSVX vs DHMAX
DFSVX vs DHMAX Comparison
Open Charts DFSVX vs DHMAX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Diamond Hill Small-Mid Cap I
Price$27.04
Change+$0.13 (+0.48%)
VolumeN/A
Net Assets899.82M
DFSVX vs DHMAX Comparison Chart in %
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DFSVX vs. DHMAX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. DHMAX (900M). DFSVX pays higher dividends than DHMAX: DFSVX (1.67) vs DHMAX (0.93). DFSVX was incepted earlier than DHMAX: DFSVX (32 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). DHMAX annual gain was more profitable for investors over the last year : 1.56 vs. DFSVX (0.60). DFSVX return over 5 years is better than : 94.25 vs. DHMAX (52.21).
| DFSVX | DHMAX | DFSVX / DHMAX | |
| Total Expense Ratio | 0.31 | 1.21 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.21 | 26% |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | 0.901 | 6.331 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 900M | 1,778% |
| Annual Yield % from dividends | 1.67 | 0.93 | 180% |
| Returns for 1 year | 0.60 | 1.56 | 38% |
| Returns for 3 years | 27.09 | 13.55 | 200% |
| Returns for 5 years | 94.25 | 52.21 | 181% |
| Returns for 10 years | 50.73 | 47.21 | 107% |
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