Interact to see
Advertisement
Advertisement
DHMAX vs JVMCX
DHMAX vs JVMCX Comparison
Open Charts DHMAX vs JVMCX
Diamond Hill Small-Mid Cap I
Price$27.83
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets922.61M
JHancock Disciplined Value Mid Cap C
Price$28.13
Change+$0.41 (+1.48%)
VolumeN/A
Net Assets24.3B
DHMAX vs JVMCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DHMAX vs. JVMCX commentary
Sep 06, 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 DHMAX is a Buy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. DHMAX (923M). DHMAX pays higher dividends than JVMCX: DHMAX (0.87) vs JVMCX (0.00). DHMAX was incepted earlier than JVMCX: DHMAX (20 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than DHMAX (1.21). JVMCX is a more actively managed with annual turnover of: 49.00 vs. DHMAX (22.00). JVMCX has a lower initial minimum investment than DHMAX: JVMCX (1000) vs DHMAX (2500). DHMAX annual gain was more profitable for investors over the last year : 4.78 vs. JVMCX (1.15). JVMCX (47.92) and DHMAX (47.68) have equivalent 5 years return.
| DHMAX | JVMCX | DHMAX / JVMCX | |
| Total Expense Ratio | 1.21 | 1.85 | 65% |
| Annual Report Gross Expense Ratio | 1.21 | 1.86 | 65% |
| Fund Existence | 20 years | 14 years | - |
| Gain YTD | 9.005 | 11.186 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 24.3B | 4% |
| Annual Yield % from dividends | 0.87 | 0.00 | - |
| Returns for 1 year | 4.78 | 1.15 | 415% |
| Returns for 3 years | 16.64 | 21.16 | 79% |
| Returns for 5 years | 47.68 | 47.92 | 100% |
| Returns for 10 years | 51.39 | 44.95 | 114% |