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DHMYX vs JVMAX
DHMYX vs JVMAX Comparison
Open Charts DHMYX vs JVMAX
Diamond Hill Small-Mid Cap Y
Price$25.93
Change-$0.46 (-1.74%)
VolumeN/A
Net Assets1.12B
JHancock Disciplined Value Mid Cap A
Price$25.94
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
DHMYX vs JVMAX Comparison Chart
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DHMYX vs. JVMAX commentary
Feb 23, 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 DHMYX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. DHMYX (1.12B). DHMYX pays higher dividends than JVMAX: DHMYX (1.27) vs JVMAX (0.67). DHMYX was incepted earlier than JVMAX: DHMYX (13 years) vs JVMAX (28 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. DHMYX (16.00). JVMAX has a lower initial minimum investment than DHMYX: JVMAX (1000) vs DHMYX (500000). DHMYX annual gain was more profitable for investors over the last year : 0.61 vs. JVMAX (-2.62). DHMYX (22.86) and JVMAX (22.67) have equivalent 5 years return.
| DHMYX | JVMAX | DHMYX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | 1.092 | 2.046 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 22.5B | 5% |
| Annual Yield % from dividends | 1.27 | 0.67 | 190% |
| Returns for 1 year | 0.61 | -2.62 | -23% |
| Returns for 3 years | -1.52 | 2.26 | -67% |
| Returns for 5 years | 22.86 | 22.67 | 101% |
| Returns for 10 years | 46.14 | 32.20 | 143% |
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