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DHMIX vs JVMTX
DHMIX vs JVMTX Comparison
Open Charts DHMIX vs JVMTX
Diamond Hill Small-Mid Cap I
Price$28.67
Change+$0.45 (+1.59%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.86
Change+$0.41 (+1.30%)
VolumeN/A
CapitalizationN/A
DHMIX vs JVMTX Comparison Chart
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DHMIX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. DHMIX (1.24B). DHMIX pays higher dividends than JVMTX: DHMIX (1.16) vs JVMTX (0.73). DHMIX was incepted earlier than JVMTX: DHMIX (19 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. DHMIX (16.00). JVMTX has a lower initial minimum investment than DHMIX: JVMTX (0) vs DHMIX (2500). DHMIX annual gain was more profitable for investors over the last year : 24.00 vs. JVMTX (21.93). JVMTX return over 5 years is better than : 47.50 vs. DHMIX (30.24).
| DHMIX | JVMTX | DHMIX / 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 | 12.520 | 16.533 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 23.9B | 5% |
| Annual Yield % from dividends | 1.16 | 0.73 | 160% |
| Returns for 1 year | 24.00 | 21.93 | 109% |
| Returns for 3 years | -1.99 | 10.80 | -18% |
| Returns for 5 years | 30.24 | 47.50 | 64% |
| Returns for 10 years | 60.44 | 62.18 | 97% |
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