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DHMAX vs JVMTX
DHMAX vs JVMTX Comparison
Open Charts DHMAX vs JVMTX
Diamond Hill Small-Mid Cap I
Price$25.47
Change-$0.90 (-3.41%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$29.94
Change-$0.96 (-3.11%)
VolumeN/A
CapitalizationN/A
DHMAX vs JVMTX Comparison Chart
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DHMAX vs. JVMTX commentary
Dec 19, 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 Sell and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. DHMAX (1.23B). JVMTX pays higher dividends than DHMAX: JVMTX (0.73) vs DHMAX (0.24). DHMAX was incepted earlier than JVMTX: DHMAX (19 years) vs JVMTX (11 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). JVMTX annual gain was more profitable for investors over the last year : 11.00 vs. DHMAX (5.46). JVMTX return over 5 years is better than : 41.32 vs. DHMAX (18.91).
| DHMAX | JVMTX | DHMAX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 11 years | - |
| Gain YTD | 4.024 | 13.021 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 23.4B | 5% |
| Annual Yield % from dividends | 0.24 | 0.73 | 33% |
| Returns for 1 year | 5.46 | 11.00 | 50% |
| Returns for 3 years | -1.31 | 17.45 | -7% |
| Returns for 5 years | 18.91 | 41.32 | 46% |
| Returns for 10 years | 48.11 | 59.48 | 81% |
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