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DHMAX vs JVMTX
DHMAX vs JVMTX Comparison
Open Charts DHMAX vs JVMTX
Diamond Hill Small-Mid Cap I
Price$23.41
Change-$1.41 (-5.68%)
VolumeN/A
Net Assets1.08B
JHancock Disciplined Value Mid Cap R4
Price$25.39
Change-$1.50 (-5.58%)
VolumeN/A
Net Assets21.35B
DHMAX vs JVMTX Comparison Chart
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DHMAX vs. JVMTX commentary
Apr 04, 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 Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.4B vs. DHMAX (1.08B). DHMAX pays higher dividends than JVMTX: DHMAX (0.97) vs JVMTX (0.69). DHMAX was incepted earlier than JVMTX: DHMAX (19 years) vs JVMTX (12 years). DHMAX (1.21) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. DHMAX (22.00). JVMTX has a lower initial minimum investment than DHMAX: JVMTX (0) vs DHMAX (2500). DHMAX annual gain was more profitable for investors over the last year : -6.39 vs. JVMTX (-8.06). DHMAX (90.76) and JVMTX (89.43) have equivalent 5 years return.
| DHMAX | JVMTX | DHMAX / JVMTX | |
| Total Expense Ratio | 1.21 | 1.00 | 121% |
| Annual Report Gross Expense Ratio | 1.21 | 1.11 | 109% |
| Fund Existence | 19 years | 12 years | - |
| Gain YTD | -2.399 | -0.074 | 3,227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 21.4B | 5% |
| Annual Yield % from dividends | 0.97 | 0.69 | 141% |
| Returns for 1 year | -6.39 | -8.06 | 79% |
| Returns for 3 years | -7.32 | -0.83 | 884% |
| Returns for 5 years | 90.76 | 89.43 | 101% |
| Returns for 10 years | 33.37 | 32.75 | 102% |
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