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DHPAX vs JVMRX
DHPAX vs JVMRX Comparison
Open Charts DHPAX vs JVMRX
Diamond Hill Mid Cap I
Price$16.48
Change+$0.18 (+1.10%)
VolumeN/A
Net Assets131.76M
JHancock Disciplined Value Mid Cap R6
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
DHPAX vs JVMRX Comparison Chart
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DHPAX vs. JVMRX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.6B vs. DHPAX (132M). JVMRX pays higher dividends than DHPAX: JVMRX (0.96) vs DHPAX (0.88). 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 : -5.35 vs. JVMRX (-7.91). DHPAX return over 5 years is better than : 59.88 vs. JVMRX (53.53).
| 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 | -2.220 | -2.227 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 20.6B | 1% |
| Annual Yield % from dividends | 0.88 | 0.96 | 92% |
| Returns for 1 year | -5.35 | -7.91 | 68% |
| Returns for 3 years | 0.51 | 5.83 | 9% |
| Returns for 5 years | 59.88 | 53.53 | 112% |
| Returns for 10 years | 50.60 | 31.98 | 158% |
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