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DHMAX vs VISVX
DHMAX vs VISVX Comparison
Open Charts DHMAX vs VISVX
Diamond Hill Small-Mid Cap I
Price$27.04
Change+$0.13 (+0.48%)
VolumeN/A
Net Assets899.82M
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
DHMAX vs VISVX Comparison Chart in %
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DHMAX vs. VISVX 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 DHMAX is a StrongBuy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. DHMAX (900M). VISVX pays higher dividends than DHMAX: VISVX (1.99) vs DHMAX (0.93). DHMAX was incepted earlier than VISVX: DHMAX (20 years) vs VISVX (27 years). DHMAX (1.21) is less costly to investors than VISVX (0.19). DHMAX is a more actively managed with annual turnover of: 22.00 vs. VISVX (16.00). DHMAX has a lower initial minimum investment than VISVX: DHMAX (2500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 5.54 vs. DHMAX (1.56). VISVX return over 5 years is better than : 88.78 vs. DHMAX (52.21).
| DHMAX | VISVX | DHMAX / VISVX | |
| Total Expense Ratio | 1.21 | 0.19 | 637% |
| Annual Report Gross Expense Ratio | 1.21 | 0.19 | 637% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 6.331 | 2.868 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 900M | 55.6B | 2% |
| Annual Yield % from dividends | 0.93 | 1.99 | 47% |
| Returns for 1 year | 1.56 | 5.54 | 28% |
| Returns for 3 years | 13.55 | 30.99 | 44% |
| Returns for 5 years | 52.21 | 88.78 | 59% |
| Returns for 10 years | 47.21 | 102.36 | 46% |
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