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DFSVX vs HIMDX
DFSVX vs HIMDX Comparison
Open Charts DFSVX vs HIMDX
DFA US Small Cap Value I
Price$52.48
Change+$0.13 (+0.25%)
VolumeN/A
Net Assets16.76B
Hennessy Cornerstone Mid Cap 30 Instl
Price$24.82
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.26B
DFSVX vs HIMDX Comparison Chart in %
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DFSVX vs. HIMDX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. HIMDX (1.26B). 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 : 9.08 vs. HIMDX (2.10). DFSVX return over 5 years is better than : 62.40 vs. HIMDX (53.86).
| 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 | 9.664 | 4.286 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.26B | 1,334% |
| Annual Yield % from dividends | 1.62 | 0.42 | 387% |
| Returns for 1 year | 9.08 | 2.10 | 432% |
| Returns for 3 years | 39.53 | 41.40 | 95% |
| Returns for 5 years | 62.40 | 53.86 | 116% |
| Returns for 10 years | 79.47 | 31.59 | 252% |
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