Ad is loading...
DHMIX vs JVMTX
DHMIX vs JVMTX Comparison
Open Charts DHMIX vs JVMTX
Diamond Hill Small-Mid Cap I
Price$25.86
Change-$0.47 (-1.79%)
VolumeN/A
Net Assets1.12B
JHancock Disciplined Value Mid Cap R4
Price$27.47
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
DHMIX vs JVMTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DHMIX vs. JVMTX 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.5B vs. DHMIX (1.12B). DHMIX pays higher dividends than JVMTX: DHMIX (1.16) vs JVMTX (0.73). DHMIX was incepted earlier than JVMTX: DHMIX (19 years) vs JVMTX (12 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 : 0.43 vs. JVMTX (-1.95). JVMTX return over 5 years is better than : 24.70 vs. DHMIX (22.01).
| DHMIX | JVMTX | DHMIX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 12 years | - |
| Gain YTD | 1.055 | 2.081 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 22.5B | 5% |
| Annual Yield % from dividends | 1.16 | 0.73 | 160% |
| Returns for 1 year | 0.43 | -1.95 | -22% |
| Returns for 3 years | -1.92 | 3.49 | -55% |
| Returns for 5 years | 22.01 | 24.70 | 89% |
| Returns for 10 years | 44.21 | 36.20 | 122% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers