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DHMAX vs JVMTX
DHMAX vs JVMTX Comparison
Open Charts DHMAX vs JVMTX
Diamond Hill Small-Mid Cap I
Price$28.03
Change-$0.17 (-0.60%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.30
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
DHMAX vs JVMTX Comparison Chart
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DHMAX vs. JVMTX commentary
Nov 17, 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 Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.8B vs. DHMAX (1.24B). 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 : 23.36 vs. JVMTX (21.44). JVMTX return over 5 years is better than : 44.38 vs. DHMAX (25.39).
| 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 | 10.572 | 14.484 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 23.8B | 5% |
| Annual Yield % from dividends | 0.24 | 0.73 | 33% |
| Returns for 1 year | 23.36 | 21.44 | 109% |
| Returns for 3 years | -5.34 | 7.23 | -74% |
| Returns for 5 years | 25.39 | 44.38 | 57% |
| Returns for 10 years | 55.82 | 60.91 | 92% |
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