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DHMIX vs MVCAX
DHMIX vs MVCAX Comparison
Open Charts DHMIX vs MVCAX
Diamond Hill Small-Mid Cap I
Price$27.00
Change-$0.30 (-1.10%)
VolumeN/A
Net Assets869.9M
DHMIX vs MVCAX Comparison Chart in %
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DHMIX vs. MVCAX commentary
Nov 14, 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 DHMIX is a Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. DHMIX (870M). DHMIX pays higher dividends than MVCAX: DHMIX (1.11) vs MVCAX (0.85). DHMIX was incepted earlier than MVCAX: DHMIX (20 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than DHMIX (0.92). MVCAX is a more actively managed with annual turnover of: 27.00 vs. DHMIX (22.00). MVCAX has a lower initial minimum investment than DHMIX: MVCAX (1000) vs DHMIX (2500). DHMIX annual gain was more profitable for investors over the last year : -4.69 vs. MVCAX (-9.14). MVCAX return over 5 years is better than : 38.31 vs. DHMIX (30.88).
| DHMIX | MVCAX | DHMIX / MVCAX | |
| Total Expense Ratio | 0.92 | 0.99 | 93% |
| Annual Report Gross Expense Ratio | 0.92 | 1.00 | 92% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 5.510 | 5.117 | 108% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 870M | 16.8B | 5% |
| Annual Yield % from dividends | 1.11 | 0.85 | 130% |
| Returns for 1 year | -4.69 | -9.14 | 51% |
| Returns for 3 years | 10.65 | 12.45 | 86% |
| Returns for 5 years | 30.88 | 38.31 | 81% |
| Returns for 10 years | 51.12 | 76.71 | 67% |
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