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DHMAX vs JVMSX
DHMAX vs JVMSX Comparison
Open Charts DHMAX vs JVMSX
Diamond Hill Small-Mid Cap I
Price$27.55
Change-$0.28 (-1.01%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$30.20
Change-$0.18 (-0.59%)
VolumeN/A
CapitalizationN/A
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DHMAX vs JVMSX Comparison Chart
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DHMAX vs. JVMSX commentary
Sep 21, 2024
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 StrongBuy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.4B vs. DHMAX (1.38B). JVMSX pays higher dividends than DHMAX: JVMSX (0.52) vs DHMAX (0.24). DHMAX was incepted earlier than JVMSX: DHMAX (19 years) vs JVMSX (13 years). JVMSX is a more actively managed with annual turnover of: 41.00 vs. DHMAX (16.00). JVMSX has a lower initial minimum investment than DHMAX: JVMSX (0) vs DHMAX (2500). DHMAX annual gain was more profitable for investors over the last year : 17.09 vs. JVMSX (15.87). JVMSX return over 5 years is better than : 41.20 vs. DHMAX (26.50).
| DHMAX | JVMSX | DHMAX / JVMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | 8.126 | 9.835 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 23.4B | 6% |
| Annual Yield % from dividends | 0.24 | 0.52 | 46% |
| Returns for 1 year | 17.09 | 15.87 | 108% |
| Returns for 3 years | 0.68 | 9.84 | 7% |
| Returns for 5 years | 26.50 | 41.20 | 64% |
| Returns for 10 years | 51.96 | 56.40 | 92% |
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