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DHPAX vs JVMRX
DHPAX vs JVMRX Comparison
Open Charts DHPAX vs JVMRX
Diamond Hill Mid Cap I
Price$18.37
Change-$0.15 (-0.81%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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DHPAX vs JVMRX Comparison Chart
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DHPAX vs. JVMRX 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 DHPAX is a StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. DHPAX (166M). JVMRX pays higher dividends than DHPAX: JVMRX (0.93) vs DHPAX (0.20). DHPAX was incepted earlier than JVMRX: DHPAX (11 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. DHPAX (22.00). 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 : 23.89 vs. JVMRX (19.58). JVMRX return over 5 years is better than : 44.82 vs. DHPAX (32.88).
| DHPAX | JVMRX | DHPAX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 12.217 | 11.221 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 23.4B | 1% |
| Annual Yield % from dividends | 0.20 | 0.93 | 21% |
| Returns for 1 year | 23.89 | 19.58 | 122% |
| Returns for 3 years | 9.91 | 13.96 | 71% |
| Returns for 5 years | 32.88 | 44.82 | 73% |
| Returns for 10 years | 84.99 | 65.88 | 129% |