DHTAX
Price
$25.93
Change
+$0.07 (+0.27%)
Updated
Sep 5 closing price
Net Assets
578.56M
MVCAX
Price
$32.37
Change
-$0.00 (-0.00%)
Updated
Sep 5 closing price
Net Assets
17.32B
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DHTAX vs MVCAX

Header iconDHTAX vs MVCAX Comparison
Open Charts DHTAX vs MVCAXBanner chart's image
Diamond Hill Select I
Price$25.93
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets578.56M
MFS Mid Cap Value A
Price$32.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets17.32B
DHTAX vs MVCAX Comparison Chart in %
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DHTAX 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 DHTAX is a Hold and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. DHTAX (579M). MVCAX pays higher dividends than DHTAX: MVCAX (0.84) vs DHTAX (0.51). DHTAX was incepted earlier than MVCAX: DHTAX (20 years) vs MVCAX (24 years). DHTAX (1.16) is less costly to investors than MVCAX (1.00). DHTAX is a more actively managed with annual turnover of: 44.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than DHTAX: MVCAX (1000) vs DHTAX (2500). DHTAX annual gain was more profitable for investors over the last year : 3.88 vs. MVCAX (-2.57). DHTAX return over 5 years is better than : 74.55 vs. MVCAX (52.00).
DHTAXMVCAXDHTAX / MVCAX
Total Expense Ratio1.160.99117%
Annual Report Gross Expense Ratio1.161.00116%
Fund Existence20 years24 years-
Gain YTD10.6705.508194%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets579M17.3B3%
Annual Yield % from dividends0.510.8461%
Returns for 1 year3.88-2.57-151%
Returns for 3 years44.3418.36241%
Returns for 5 years74.5552.00143%
Returns for 10 years97.1775.57129%
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