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DHMAX vs JVMTX
DHMAX vs JVMTX Comparison
Open Charts DHMAX vs JVMTX
Diamond Hill Small-Mid Cap I
Price$25.69
Change-$0.46 (-1.76%)
VolumeN/A
Net Assets1.12B
JHancock Disciplined Value Mid Cap R4
Price$27.47
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
DHMAX vs JVMTX Comparison Chart
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DHMAX vs. JVMTX commentary
Feb 23, 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.5B vs. DHMAX (1.12B). JVMTX pays higher dividends than DHMAX: JVMTX (0.73) vs DHMAX (0.24). DHMAX was incepted earlier than JVMTX: DHMAX (19 years) vs JVMTX (12 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. DHMAX (16.00). 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 : 0.10 vs. JVMTX (-1.95). JVMTX return over 5 years is better than : 24.70 vs. DHMAX (20.02).
| DHMAX | JVMTX | DHMAX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 12 years | - |
| Gain YTD | 1.022 | 2.081 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 22.5B | 5% |
| Annual Yield % from dividends | 0.24 | 0.73 | 33% |
| Returns for 1 year | 0.10 | -1.95 | -5% |
| Returns for 3 years | -2.90 | 3.49 | -83% |
| Returns for 5 years | 20.02 | 24.70 | 81% |
| Returns for 10 years | 39.56 | 36.20 | 109% |
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