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DHPAX vs JVMRX
DHPAX vs JVMRX Comparison
Open Charts DHPAX vs JVMRX
Diamond Hill Mid Cap I
Price$17.05
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets148.16M
JHancock Disciplined Value Mid Cap R6
Price$27.96
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
DHPAX vs JVMRX Comparison Chart
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DHPAX vs. JVMRX commentary
Jan 19, 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: 23.1B vs. DHPAX (148M). 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 : 6.81 vs. JVMRX (5.82). JVMRX return over 5 years is better than : 26.86 vs. DHPAX (19.37).
| 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 | 2.280 | 3.786 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 23.1B | 1% |
| Annual Yield % from dividends | 0.20 | 0.93 | 21% |
| Returns for 1 year | 6.81 | 5.82 | 117% |
| Returns for 3 years | -6.83 | 1.65 | -415% |
| Returns for 5 years | 19.37 | 26.86 | 72% |
| Returns for 10 years | 70.87 | 49.19 | 144% |
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