DHMIX
Price
$27.25
Change
+$0.13 (+0.48%)
Updated
Jul 25 closing price
Net Assets
899.82M
MVCAX
Price
$31.85
Change
+$0.18 (+0.57%)
Updated
Jul 25 closing price
Net Assets
17.3B
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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$27.25
Change+$0.13 (+0.48%)
VolumeN/A
Net Assets899.82M
MFS Mid Cap Value A
Price$31.85
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets17.3B
DHMIX vs MVCAX Comparison Chart in %
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DHMIX vs. MVCAX 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 DHMIX is a StrongBuy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. DHMIX (900M). DHMIX pays higher dividends than MVCAX: DHMIX (1.15) vs MVCAX (0.87). 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 : 1.88 vs. MVCAX (-1.70). DHMIX (54.68) and MVCAX (54.59) have equivalent 5 years return.
DHMIXMVCAXDHMIX / MVCAX
Total Expense Ratio0.920.9993%
Annual Report Gross Expense Ratio0.921.0092%
Fund Existence20 years24 years-
Gain YTD6.4873.814170%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets900M17.3B5%
Annual Yield % from dividends1.150.87132%
Returns for 1 year1.88-1.70-111%
Returns for 3 years14.7216.5489%
Returns for 5 years54.6854.59100%
Returns for 10 years52.1267.9077%
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