PVCMX vs. DHSCX
PVCMX (Palm Valley Capital Fund Investor Class) and DHSCX (Diamond Hill Small Cap Fund) are both Small Cap Value Equities funds. Over the past 5 years, PVCMX returned 4.88%/yr vs 13.45%/yr for DHSCX. Their 0.67 correlation means they have sometimes moved together and sometimes differently. PVCMX charges 1.30%/yr vs 1.26%/yr for DHSCX.
Performance
PVCMX vs. DHSCX - Performance Comparison
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Returns By Period
In the year-to-date period, PVCMX achieves a 4.44% return, which is significantly lower than DHSCX's 27.91% return.
PVCMX
- 1D
- -0.86%
- 1M
- 0.95%
- 6M
- 2.34%
- YTD
- 4.44%
- 1Y
- 7.85%
- 3Y*
- 5.61%
- 5Y*
- 4.88%
- 10Y*
- —
- ALL TIME*
- 6.87%
DHSCX
- 1D
- 0.45%
- 1M
- -0.26%
- 6M
- 19.95%
- YTD
- 27.91%
- 1Y
- 42.53%
- 3Y*
- 19.29%
- 5Y*
- 13.45%
- 10Y*
- 10.63%
- ALL TIME*
- 10.18%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PVCMX vs. DHSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PVCMX Palm Valley Capital Fund Investor Class | 4.44% | 4.45% | 4.24% | 9.47% | 3.17% | 3.72% | 19.13% | 1.22% |
DHSCX Diamond Hill Small Cap Fund | 27.91% | 11.48% | 12.75% | 23.99% | -15.11% | 32.30% | -0.54% | 10.53% |
Correlation
The correlation between PVCMX and DHSCX is 0.66, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.66 |
Correlation (3Y) Balances recent behavior with more history. | 0.68 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.63 |
Correlation (All Time) Calculated using the full available price history since Jun 13, 2019 | 0.67 |
The correlation between PVCMX and DHSCX has been stable across timeframes, ranging from 0.63 to 0.68 - a consistent structural relationship.
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Return for Risk
PVCMX vs. DHSCX — Risk / Return Rank
PVCMX
DHSCX
PVCMX vs. DHSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Palm Valley Capital Fund Investor Class (PVCMX) and Diamond Hill Small Cap Fund (DHSCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PVCMX | DHSCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.24 | ||
| Sortino ratioReturn per unit of downside risk | -0.22 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.33 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.68 | 3.47 | -0.79 |
| Martin ratioReturn relative to average drawdown | 8.23 | 11.34 | -3.11 |
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Drawdowns
PVCMX vs. DHSCX - Drawdown Comparison
The maximum PVCMX drawdown since its inception was -7.44%, smaller than the maximum DHSCX drawdown of -53.15%. Use the drawdown chart below to compare losses from any high point for PVCMX and DHSCX.
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Drawdown Indicators
| PVCMX | DHSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.44% | -53.15% | +45.71% |
Max Drawdown (1Y)Largest decline over 1 year | -2.81% | -11.02% | +8.21% |
Max Drawdown (3Y)Largest decline over 3 years | -7.44% | -28.41% | +20.97% |
Max Drawdown (5Y)Largest decline over 5 years | -7.44% | -28.41% | +20.97% |
Max Drawdown (10Y)Largest decline over 10 years | — | -46.19% | — |
Current DrawdownCurrent decline from peak | -0.86% | -1.40% | +0.54% |
Average DrawdownAverage peak-to-trough decline | -1.25% | -8.27% | +7.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 3.38% | -2.47% |
Volatility
PVCMX vs. DHSCX - Volatility Comparison
The current volatility for Palm Valley Capital Fund Investor Class (PVCMX) is 2.05%, while Diamond Hill Small Cap Fund (DHSCX) has a volatility of 5.78%. This indicates that PVCMX experiences smaller price fluctuations and is considered to be less risky than DHSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PVCMX | DHSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.05% | 5.78% | -3.73% |
Volatility (6M)Calculated over the trailing 6-month period | 3.41% | 14.11% | -10.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.52% | 19.87% | -15.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.30% | 21.49% | -16.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.31% | 22.24% | -15.93% |
PVCMX vs. DHSCX - Expense Ratio Comparison
PVCMX has a 1.30% expense ratio, which is higher than DHSCX's 1.26% expense ratio.
Dividends
PVCMX vs. DHSCX - Dividend Comparison
PVCMX's dividend yield for the trailing twelve months is around 4.59%, more than DHSCX's 4.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHSCX Diamond Hill Small Cap Fund | 4.54% | 5.80% | 16.10% | 30.73% | 18.17% | 17.43% | 0.32% | 6.94% | 10.29% | 6.68% | 2.50% | 1.63% |
PVCMX Palm Valley Capital Fund Investor Class | 4.59% | 4.80% | 6.95% | 4.84% | 2.30% | 1.98% | 2.70% | 0.71% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
PVCMX and DHSCX have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DHSCX has higher volatility (5.78%) compared to PVCMX (2.05%). In terms of maximum drawdown, PVCMX dropped -7.44% vs DHSCX's -53.15%.
DHSCX currently has the higher Sharpe Ratio (1.92 vs 1.69), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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