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DFSVX vs HIMDX
DFSVX vs HIMDX Comparison
Open Charts DFSVX vs HIMDX
DFA US Small Cap Value I
Price$52.12
Change+$0.87 (+1.70%)
VolumeN/A
Net Assets16.71B
Hennessy Cornerstone Mid Cap 30 Instl
Price$24.42
Change+$0.18 (+0.74%)
VolumeN/A
Net Assets1.24B
DFSVX vs HIMDX Comparison Chart in %
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DFSVX vs. HIMDX commentary
Dec 04, 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 HIMDX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. HIMDX (1.24B). DFSVX pays higher dividends than HIMDX: DFSVX (1.62) vs HIMDX (0.42). DFSVX was incepted earlier than HIMDX: DFSVX (33 years) vs HIMDX (18 years). HIMDX (0.95) is less costly to investors than DFSVX (0.31). HIMDX is a more actively managed with annual turnover of: 94.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HIMDX: DFSVX (0) vs HIMDX (250000). DFSVX annual gain was more profitable for investors over the last year : -1.41 vs. HIMDX (-20.25). DFSVX return over 5 years is better than : 64.61 vs. HIMDX (57.75).
| DFSVX | HIMDX | DFSVX / HIMDX | |
| Total Expense Ratio | 0.31 | 0.95 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 0.95 | 33% |
| Fund Existence | 33 years | 18 years | - |
| Gain YTD | 7.303 | 1.933 | 378% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 1.24B | 1,344% |
| Annual Yield % from dividends | 1.62 | 0.42 | 387% |
| Returns for 1 year | -1.41 | -20.25 | 7% |
| Returns for 3 years | 21.80 | 8.89 | 245% |
| Returns for 5 years | 64.61 | 57.75 | 112% |
| Returns for 10 years | 61.86 | 22.89 | 270% |
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