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DHPAX vs JVMRX
DHPAX vs JVMRX Comparison
Open Charts DHPAX vs JVMRX
Diamond Hill Mid Cap I
Price$16.98
Change-$0.26 (-1.51%)
VolumeN/A
Net Assets145.44M
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
DHPAX vs JVMRX Comparison Chart
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DHPAX vs. JVMRX 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 DHPAX is a Buy and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. DHPAX (145M). 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 : 0.98 vs. JVMRX (-1.71). JVMRX return over 5 years is better than : 25.72 vs. DHPAX (22.31).
| 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 | 1.860 | 2.079 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 22.5B | 1% |
| Annual Yield % from dividends | 0.20 | 0.93 | 21% |
| Returns for 1 year | 0.98 | -1.71 | -57% |
| Returns for 3 years | -3.86 | 4.02 | -96% |
| Returns for 5 years | 22.31 | 25.72 | 87% |
| Returns for 10 years | 58.43 | 38.31 | 152% |