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DFSVX vs DHSYX
DFSVX vs DHSYX Comparison
Open Charts DFSVX vs DHSYX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Diamond Hill Small Cap Y
Price$25.11
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets205.61M
DFSVX vs DHSYX Comparison Chart in %
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DFSVX vs. DHSYX 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 DHSYX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. DHSYX (206M). DHSYX pays higher dividends than DFSVX: DHSYX (4.88) vs DFSVX (1.67). DFSVX was incepted earlier than DHSYX: DFSVX (32 years) vs DHSYX (14 years). DHSYX (0.85) is less costly to investors than DFSVX (0.31). DHSYX is a more actively managed with annual turnover of: 43.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than DHSYX: DFSVX (0) vs DHSYX (500000). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. DHSYX (-2.73). DFSVX return over 5 years is better than : 94.25 vs. DHSYX (13.41).
| DFSVX | DHSYX | DFSVX / DHSYX | |
| Total Expense Ratio | 0.31 | 0.85 | 36% |
| Annual Report Gross Expense Ratio | 0.31 | 0.85 | 36% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 0.901 | 4.843 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 206M | 7,767% |
| Annual Yield % from dividends | 1.67 | 4.88 | 34% |
| Returns for 1 year | 0.60 | -2.73 | -22% |
| Returns for 3 years | 27.09 | -8.55 | -317% |
| Returns for 5 years | 94.25 | 13.41 | 703% |
| Returns for 10 years | 50.73 | -12.88 | -394% |
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