DHMIX
Price
$25.13
Change
-$0.37 (-1.45%)
Updated
Jun 13 closing price
Net Assets
866.97M
MVCAX
Price
$30.04
Change
-$0.44 (-1.44%)
Updated
Jun 13 closing price
Net Assets
16.82B
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DHMIX vs MVCAX

Header iconDHMIX vs MVCAX Comparison
Open Charts DHMIX vs MVCAXBanner chart's image
Diamond Hill Small-Mid Cap I
Price$25.13
Change-$0.37 (-1.45%)
VolumeN/A
Net Assets866.97M
MFS Mid Cap Value A
Price$30.04
Change-$0.44 (-1.44%)
VolumeN/A
Net Assets16.82B
DHMIX vs MVCAX Comparison Chart
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DHMIX vs. MVCAX commentary
Jun 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 Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. DHMIX (867M). DHMIX pays higher dividends than MVCAX: DHMIX (1.20) vs MVCAX (0.89). DHMIX was incepted earlier than MVCAX: DHMIX (19 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 : 0.65 vs. MVCAX (-4.53). MVCAX (51.98) and DHMIX (49.95) have equivalent 5 years return.
DHMIXMVCAXDHMIX / MVCAX
Total Expense Ratio0.920.9993%
Annual Report Gross Expense Ratio0.921.0092%
Fund Existence19 years24 years-
Gain YTD-0.352-2.08617%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets867M16.8B5%
Annual Yield % from dividends1.200.89135%
Returns for 1 year0.65-4.53-14%
Returns for 3 years10.0913.0078%
Returns for 5 years49.9551.9896%
Returns for 10 years38.4653.5172%
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