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DHPAX vs JVMRX
DHPAX vs JVMRX Comparison
Open Charts DHPAX vs JVMRX
Diamond Hill Mid Cap I
Price$15.54
Change+$0.27 (+1.77%)
VolumeN/A
Net Assets141.5M
JHancock Disciplined Value Mid Cap R6
Price$24.72
Change+$0.37 (+1.52%)
VolumeN/A
Net Assets19.24B
DHPAX vs JVMRX Comparison Chart
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DHPAX vs. JVMRX commentary
Apr 12, 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 DHPAX is a Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.2B vs. DHPAX (141M). JVMRX pays higher dividends than DHPAX: JVMRX (0.94) vs DHPAX (0.86). DHPAX was incepted earlier than JVMRX: DHPAX (11 years) vs JVMRX (14 years). DHPAX (1.06) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. DHPAX (19.00). DHPAX has a lower initial minimum investment than JVMRX: DHPAX (2500) vs JVMRX (1000000). DHPAX annual gain was more profitable for investors over the last year : -11.74 vs. JVMRX (-14.99). DHPAX return over 5 years is better than : 51.37 vs. JVMRX (45.40).
| DHPAX | JVMRX | DHPAX / JVMRX | |
| Total Expense Ratio | 1.06 | 0.75 | 141% |
| Annual Report Gross Expense Ratio | 1.06 | 0.76 | 139% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -8.398 | -9.614 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 19.2B | 1% |
| Annual Yield % from dividends | 0.86 | 0.94 | 92% |
| Returns for 1 year | -11.74 | -14.99 | 78% |
| Returns for 3 years | -12.27 | -7.97 | 154% |
| Returns for 5 years | 51.37 | 45.40 | 113% |
| Returns for 10 years | 40.83 | 22.35 | 183% |
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