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DFSVX vs DHSYX
DFSVX vs DHSYX Comparison
Open Charts DFSVX vs DHSYX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Diamond Hill Small Cap Y
Price$23.08
Change-$0.39 (-1.66%)
VolumeN/A
Net Assets200.03M
DFSVX vs DHSYX Comparison Chart
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DFSVX vs. DHSYX commentary
Jun 16, 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 Hold and DHSYX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. DHSYX (200M). DHSYX pays higher dividends than DFSVX: DHSYX (5.12) vs DFSVX (1.65). DFSVX was incepted earlier than DHSYX: DFSVX (32 years) vs DHSYX (13 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 : 1.83 vs. DHSYX (-1.82). DFSVX return over 5 years is better than : 86.94 vs. DHSYX (7.42).
| 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 | 13 years | - |
| Gain YTD | -6.462 | -3.633 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 200M | 7,450% |
| Annual Yield % from dividends | 1.65 | 5.12 | 32% |
| Returns for 1 year | 1.83 | -1.82 | -100% |
| Returns for 3 years | 19.38 | -13.70 | -141% |
| Returns for 5 years | 86.94 | 7.42 | 1,171% |
| Returns for 10 years | 30.89 | -23.04 | -134% |
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