Diamond Hill Small-Mid Cap Fund (DHMAX) Alternatives
Diamond Hill Small-Mid Cap Fund (DHMAX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DHMAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to DHMAX
DHMAX charges 1.21% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among DHMAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | DHMAX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | DHMAX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | DHMAX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | DHMAX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | DHMAX vs VMVIX |
Best Risk-Adjusted Alternatives to DHMAX
Among mutual funds in the Mid Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | DHMAX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | DHMAX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | DHMAX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | DHMAX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | DHMAX vs VVOAX |
Top Performing DHMAX Alternatives (YTD)
DHMAX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | DHMAX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | DHMAX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | DHMAX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | DHMAX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | DHMAX vs HWMIX |
Lowest Volatility Alternatives to DHMAX
DHMAX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | DHMAX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | DHMAX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | DHMAX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | DHMAX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | DHMAX vs RSVAX |
Lowest Drawdown Alternatives to DHMAX
DHMAX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | DHMAX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | DHMAX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | DHMAX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | DHMAX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | DHMAX vs CISMX |
Other Mutual Funds from Diamond Hill
Most popular Diamond Hill mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund | Short-Term Bond | 99 | 0.75% | Jul 5, 2016 | DHMAX vs DHEAX | |
| Diamond Hill Long-Short Fund | Long-Short | 46 | -6.15% | Jun 29, 2000 | DHMAX vs DIAMX | |
| Diamond Hill Large Cap Fund | Large Cap Value Equities | 6 | -4.09% | Jun 29, 2001 | DHMAX vs DHLAX | |
| Diamond Hill All Cap Select Fund | Mid Cap Value Equities | 39 | -2.20% | Dec 30, 2005 | DHMAX vs DHTAX | |
| Diamond Hill Small Cap Fund | Small Cap Value Equities | 69 | 0.74% | Dec 29, 2000 | DHMAX vs DHSCX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | Short-Term Bond | 99 | 0.82% | Jul 5, 2016 | DHMAX vs DHEIX | |
| Diamond Hill Core Bond Fund | Intermediate Core Bond | 58 | 0.05% | Jul 5, 2016 | DHMAX vs DHRAX | |
| Diamond Hill Mid Cap Fund | Mid Cap Value Equities | 20 | -5.01% | Dec 31, 2013 | DHMAX vs DHPAX | |
| Diamond Hill International Fund | Foreign Large Cap Equities | 80 | 0.72% | Jun 28, 2019 | DHMAX vs DHIAX | |
| Diamond Hill Large Cap Fund Class I | Large Cap Value Equities | 6 | -4.02% | Jan 31, 2005 | DHMAX vs DHLRX |
Often Compared With DHMAX
What investors most often compare with DHMAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Touchstone Global ESG Equity Fund | Foreign Large Cap Equities | 40 | -3.54% | Dec 18, 1997 | DHMAX vs TEQAX | |
| Diamond Hill Small Cap Fund Class I | Small Cap Value Equities | 68 | 0.83% | Dec 29, 2000 | DHMAX vs DHSIX | |
| Fidelity Value Strategies Fund | Mid Cap Value Equities | 23 | 3.45% | Dec 31, 1983 | DHMAX vs FSLSX | |
| Clarkston Founders Fund | Mid Cap Value Equities | 6 | -6.99% | Jan 31, 2017 | DHMAX vs CIMDX | |
| Columbia Select Mid Cap Value Fund | Mid Cap Value Equities | 69 | 4.45% | Nov 20, 2001 | DHMAX vs NAMAX | |
| Invesco Value Opportunities Fund Class Y | Mid Cap Value Equities | 75 | 3.31% | Mar 23, 2005 | DHMAX vs VVOIX |
Compare DHMAX with Any Fund or Stock
Compare DHMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.