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DHMAX vs MVCAX
DHMAX vs MVCAX Comparison
Open Charts DHMAX vs MVCAX
Diamond Hill Small-Mid Cap I
Price$26.85
Change-$0.21 (-0.78%)
VolumeN/A
Net Assets922.61M
DHMAX vs MVCAX Comparison Chart in %
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DHMAX vs. MVCAX commentary
Aug 18, 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 DHMAX is a Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. DHMAX (923M). DHMAX (0.90) and MVCAX (0.86) have matching dividends . DHMAX was incepted earlier than MVCAX: DHMAX (20 years) vs MVCAX (24 years). DHMAX (1.21) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. DHMAX (22.00). MVCAX has a lower initial minimum investment than DHMAX: MVCAX (1000) vs DHMAX (2500). DHMAX annual gain was more profitable for investors over the last year : 1.49 vs. MVCAX (-3.52). MVCAX return over 5 years is better than : 47.65 vs. DHMAX (41.43).
| DHMAX | MVCAX | DHMAX / MVCAX | |
| Total Expense Ratio | 1.21 | 0.99 | 122% |
| Annual Report Gross Expense Ratio | 1.21 | 1.00 | 121% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 5.584 | 3.325 | 168% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 17.1B | 5% |
| Annual Yield % from dividends | 0.90 | 0.86 | 104% |
| Returns for 1 year | 1.49 | -3.52 | -42% |
| Returns for 3 years | 2.78 | 6.81 | 41% |
| Returns for 5 years | 41.43 | 47.65 | 87% |
| Returns for 10 years | 41.71 | 63.09 | 66% |
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