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DHMIX vs JVMAX
DHMIX vs JVMAX Comparison
Open Charts DHMIX vs JVMAX
Diamond Hill Small-Mid Cap I
Price$25.86
Change-$0.47 (-1.79%)
VolumeN/A
Net Assets1.12B
JHancock Disciplined Value Mid Cap A
Price$25.94
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
DHMIX vs JVMAX Comparison Chart
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DHMIX vs. JVMAX commentary
Feb 24, 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 DHMIX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. DHMIX (1.12B). DHMIX pays higher dividends than JVMAX: DHMIX (1.16) vs JVMAX (0.67). DHMIX was incepted earlier than JVMAX: DHMIX (19 years) vs JVMAX (28 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 : 0.43 vs. JVMAX (-2.62). JVMAX (22.67) and DHMIX (22.01) have equivalent 5 years return.
| DHMIX | JVMAX | DHMIX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | 1.055 | 2.046 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 22.5B | 5% |
| Annual Yield % from dividends | 1.16 | 0.67 | 174% |
| Returns for 1 year | 0.43 | -2.62 | -16% |
| Returns for 3 years | -1.92 | 2.26 | -85% |
| Returns for 5 years | 22.01 | 22.67 | 97% |
| Returns for 10 years | 44.21 | 32.20 | 137% |
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