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DHMAX vs JVMTX
DHMAX vs JVMTX Comparison
Open Charts DHMAX vs JVMTX
Diamond Hill Small-Mid Cap I
Price$27.03
Change-$0.33 (-1.21%)
VolumeN/A
Net Assets952.36M
JHancock Disciplined Value Mid Cap R4
Price$29.86
Change-$0.19 (-0.63%)
VolumeN/A
Net Assets24.26B
DHMAX vs JVMTX Comparison Chart in %
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DHMAX vs. JVMTX commentary
Oct 09, 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 StrongBuy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. DHMAX (952M). DHMAX pays higher dividends than JVMTX: DHMAX (0.88) vs JVMTX (0.62). DHMAX was incepted earlier than JVMTX: DHMAX (20 years) vs JVMTX (12 years). DHMAX (1.21) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 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 : 1.85 vs. JVMTX (-0.63). JVMTX return over 5 years is better than : 48.88 vs. DHMAX (42.50).
| DHMAX | JVMTX | DHMAX / JVMTX | |
| Total Expense Ratio | 1.21 | 0.99 | 122% |
| Annual Report Gross Expense Ratio | 1.21 | 1.10 | 110% |
| Fund Existence | 20 years | 12 years | - |
| Gain YTD | 7.589 | 11.669 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 952M | 24.3B | 4% |
| Annual Yield % from dividends | 0.88 | 0.62 | 142% |
| Returns for 1 year | 1.85 | -0.63 | -293% |
| Returns for 3 years | 20.40 | 30.12 | 68% |
| Returns for 5 years | 42.50 | 48.88 | 87% |
| Returns for 10 years | 47.02 | 53.54 | 88% |
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