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DHMAX vs JVMTX
DHMAX vs JVMTX Comparison
Open Charts DHMAX vs JVMTX
Diamond Hill Small-Mid Cap I
Price$27.55
Change-$0.28 (-1.01%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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DHMAX vs JVMTX Comparison Chart
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DHMAX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. DHMAX (1.38B). 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). DHMAX annual gain was more profitable for investors over the last year : 17.09 vs. JVMTX (16.17). JVMTX return over 5 years is better than : 42.36 vs. DHMAX (26.50).
| 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 | 8.126 | 10.022 | 81% |
| 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 | 0.73 | 33% |
| Returns for 1 year | 17.09 | 16.17 | 106% |
| Returns for 3 years | 0.68 | 10.42 | 7% |
| Returns for 5 years | 26.50 | 42.36 | 63% |
| Returns for 10 years | 51.96 | 58.91 | 88% |
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