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DHPYX vs JVMAX
DHPYX vs JVMAX Comparison
Open Charts DHPYX vs JVMAX
Diamond Hill Mid Cap Y
Price$16.54
Change+$0.19 (+1.16%)
VolumeN/A
Net Assets131.76M
JHancock Disciplined Value Mid Cap A
Price$25.06
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets20.63B
DHPYX vs JVMAX Comparison Chart
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DHPYX vs. JVMAX 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 DHPYX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.6B vs. DHPYX (132M). DHPYX pays higher dividends than JVMAX: DHPYX (1.29) vs JVMAX (0.63). DHPYX was incepted earlier than JVMAX: DHPYX (11 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than DHPYX (0.65). JVMAX is a more actively managed with annual turnover of: 47.00 vs. DHPYX (19.00). JVMAX has a lower initial minimum investment than DHPYX: JVMAX (1000) vs DHPYX (500000). DHPYX annual gain was more profitable for investors over the last year : -4.93 vs. JVMAX (-8.80). DHPYX return over 5 years is better than : 63.25 vs. JVMAX (49.78).
| DHPYX | JVMAX | DHPYX / JVMAX | |
| Total Expense Ratio | 0.65 | 1.12 | 58% |
| Annual Report Gross Expense Ratio | 0.65 | 1.13 | 58% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | -2.037 | -2.360 | 86% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 20.6B | 1% |
| Annual Yield % from dividends | 1.29 | 0.63 | 205% |
| Returns for 1 year | -4.93 | -8.80 | 56% |
| Returns for 3 years | 1.95 | 4.03 | 48% |
| Returns for 5 years | 63.25 | 49.78 | 127% |
| Returns for 10 years | 57.12 | 26.12 | 219% |
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