Ad is loading...
DHMIX vs JVMAX
DHMIX vs JVMAX Comparison
Open Charts DHMIX vs JVMAX
Diamond Hill Small-Mid Cap I
Price$27.75
Change-$0.28 (-1.00%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.82
Change-$0.19 (-0.65%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DHMIX vs JVMAX Comparison Chart
Loading...
DHMIX vs. JVMAX 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 DHMIX is a StrongBuy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. DHMIX (1.38B). 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 : 20.84 vs. JVMAX (18.94). JVMAX return over 5 years is better than : 42.03 vs. DHMIX (29.27).
| 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 | 8.909 | 10.889 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 23.4B | 6% |
| Annual Yield % from dividends | 1.16 | 0.67 | 174% |
| Returns for 1 year | 20.84 | 18.94 | 110% |
| Returns for 3 years | 4.09 | 12.35 | 33% |
| Returns for 5 years | 29.27 | 42.03 | 70% |
| Returns for 10 years | 61.14 | 59.30 | 103% |
View a ticker or compare two or three
VS
VS
Ad is loading...