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DHMIX vs MVCAX
DHMIX vs MVCAX Comparison
Open Charts DHMIX vs MVCAX
Diamond Hill Small-Mid Cap I
Price$28.05
Change+$0.11 (+0.39%)
VolumeN/A
Net Assets922.61M
DHMIX vs MVCAX Comparison Chart in %
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DHMIX vs. MVCAX commentary
Sep 08, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. DHMIX (923M). DHMIX pays higher dividends than MVCAX: DHMIX (1.08) vs MVCAX (0.84). 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 : 5.53 vs. MVCAX (-2.57). MVCAX (52.00) and DHMIX (50.63) have equivalent 5 years return.
| 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 | 9.613 | 5.508 | 175% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 17.3B | 5% |
| Annual Yield % from dividends | 1.08 | 0.84 | 129% |
| Returns for 1 year | 5.53 | -2.57 | -216% |
| Returns for 3 years | 18.28 | 18.36 | 100% |
| Returns for 5 years | 50.63 | 52.00 | 97% |
| Returns for 10 years | 57.00 | 75.57 | 75% |