DHMIX
Price
$26.62
Change
+$0.07 (+0.26%)
Updated
Jul 3 closing price
Net Assets
899.82M
MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
Interact to see
Advertisement

DHMIX vs MVCAX

Header iconDHMIX vs MVCAX Comparison
Open Charts DHMIX vs MVCAXBanner chart's image
Diamond Hill Small-Mid Cap I
Price$26.62
Change+$0.07 (+0.26%)
VolumeN/A
Net Assets899.82M
MFS Mid Cap Value A
Price$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.33B
DHMIX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
DHMIX vs. MVCAX commentary
Jul 06, 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.

Interact to see
Advertisement
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 : 5.57 vs. MVCAX (1.09). MVCAX (60.39) and DHMIX (59.23) have equivalent 5 years return.
DHMIXMVCAXDHMIX / MVCAX
Total Expense Ratio0.920.9993%
Annual Report Gross Expense Ratio0.921.0092%
Fund Existence20 years24 years-
Gain YTD4.0252.934137%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets900M17.3B5%
Annual Yield % from dividends1.150.87132%
Returns for 1 year5.571.09510%
Returns for 3 years15.1718.7081%
Returns for 5 years59.2360.3998%
Returns for 10 years47.3864.6173%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
BTA9.260.11
+1.20%
Blackrock Long-Term Municipal Advantage Trust
TDIV92.320.70
+0.76%
First Trust NASDAQ Technology Div ETF
JIVE69.810.25
+0.37%
JPMorgan International Value ETF
NUMI24.37N/A
N/A
Nuveen Municipal Income ETF
UST42.63-0.34
-0.79%
ProShares Ultra 7-10 Year Treasury