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DHLTX vs JVMAX
DHLTX vs JVMAX Comparison
Open Charts DHLTX vs JVMAX
Diamond Hill Select I
Price$20.25
Change-$0.56 (-2.69%)
VolumeN/A
Net Assets580.68M
JHancock Disciplined Value Mid Cap A
Price$22.03
Change-$0.42 (-1.87%)
VolumeN/A
Net Assets18.85B
DHLTX vs JVMAX Comparison Chart
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DHLTX vs. JVMAX commentary
Apr 10, 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 DHLTX is a Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 18.9B vs. DHLTX (581M). DHLTX pays higher dividends than JVMAX: DHLTX (0.81) vs JVMAX (0.61). DHLTX was incepted earlier than JVMAX: DHLTX (19 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than DHLTX (0.87). JVMAX is a more actively managed with annual turnover of: 47.00 vs. DHLTX (44.00). JVMAX has a lower initial minimum investment than DHLTX: JVMAX (1000) vs DHLTX (2500). DHLTX annual gain was more profitable for investors over the last year : -16.07 vs. JVMAX (-19.27). DHLTX return over 5 years is better than : 82.95 vs. JVMAX (38.69).
| DHLTX | JVMAX | DHLTX / JVMAX | |
| Total Expense Ratio | 0.87 | 1.12 | 78% |
| Annual Report Gross Expense Ratio | 0.87 | 1.13 | 77% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | -12.636 | -11.684 | 108% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 581M | 18.9B | 3% |
| Annual Yield % from dividends | 0.81 | 0.61 | 132% |
| Returns for 1 year | -16.07 | -19.27 | 83% |
| Returns for 3 years | 2.45 | -12.35 | -20% |
| Returns for 5 years | 82.95 | 38.69 | 214% |
| Returns for 10 years | 56.08 | 13.79 | 407% |
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