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DHMIX vs JVMAX
DHMIX vs JVMAX Comparison
Open Charts DHMIX vs JVMAX
Diamond Hill Small-Mid Cap I
Price$28.67
Change+$0.45 (+1.59%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$30.25
Change+$0.39 (+1.31%)
VolumeN/A
CapitalizationN/A
DHMIX vs JVMAX Comparison Chart
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DHMIX vs. JVMAX commentary
Nov 22, 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 DHMIX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.9B vs. DHMIX (1.24B). DHMIX pays higher dividends than JVMAX: DHMIX (1.16) vs JVMAX (0.67). DHMIX was incepted earlier than JVMAX: DHMIX (19 years) vs JVMAX (27 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. DHMIX (16.00). JVMAX has a lower initial minimum investment than DHMIX: JVMAX (1000) vs DHMIX (2500). DHMIX annual gain was more profitable for investors over the last year : 24.00 vs. JVMAX (21.65). JVMAX return over 5 years is better than : 45.83 vs. DHMIX (30.24).
| DHMIX | JVMAX | DHMIX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | 12.520 | 16.391 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 23.9B | 5% |
| Annual Yield % from dividends | 1.16 | 0.67 | 174% |
| Returns for 1 year | 24.00 | 21.65 | 111% |
| Returns for 3 years | -1.99 | 9.79 | -20% |
| Returns for 5 years | 30.24 | 45.83 | 66% |
| Returns for 10 years | 60.44 | 58.20 | 104% |