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DHLTX vs JVMSX
DHLTX vs JVMSX Comparison
Open Charts DHLTX vs JVMSX
Diamond Hill Select I
Price$20.25
Change-$0.56 (-2.69%)
VolumeN/A
Net Assets580.68M
JHancock Disciplined Value Mid Cap R2
Price$23.22
Change-$0.45 (-1.90%)
VolumeN/A
Net Assets18.85B
DHLTX vs JVMSX Comparison Chart
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DHLTX vs. JVMSX 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 18.9B vs. DHLTX (581M). DHLTX pays higher dividends than JVMSX: DHLTX (0.81) vs JVMSX (0.45). DHLTX was incepted earlier than JVMSX: DHLTX (19 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than DHLTX (0.87). JVMSX is a more actively managed with annual turnover of: 47.00 vs. DHLTX (44.00). JVMSX has a lower initial minimum investment than DHLTX: JVMSX (0) vs DHLTX (2500). DHLTX annual gain was more profitable for investors over the last year : -16.07 vs. JVMSX (-18.94). DHLTX return over 5 years is better than : 82.95 vs. JVMSX (39.84).
| DHLTX | JVMSX | DHLTX / JVMSX | |
| Total Expense Ratio | 0.87 | 1.25 | 70% |
| Annual Report Gross Expense Ratio | 0.87 | 1.26 | 69% |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | -12.636 | -11.712 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 581M | 18.9B | 3% |
| Annual Yield % from dividends | 0.81 | 0.45 | 182% |
| Returns for 1 year | -16.07 | -18.94 | 85% |
| Returns for 3 years | 2.45 | -11.80 | -21% |
| Returns for 5 years | 82.95 | 39.84 | 208% |
| Returns for 10 years | 56.08 | 15.36 | 365% |
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