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DHPYX vs JVMIX
DHPYX vs JVMIX Comparison
Open Charts DHPYX vs JVMIX
Diamond Hill Mid Cap Y
Price$18.03
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets79.43M
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
DHPYX vs JVMIX Comparison Chart in %
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DHPYX vs. JVMIX commentary
Oct 18, 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.7B vs. DHPYX (79.4M). DHPYX pays higher dividends than JVMIX: DHPYX (1.15) vs JVMIX (0.74). DHPYX was incepted earlier than JVMIX: DHPYX (12 years) vs JVMIX (28 years). JVMIX (0.86) is less costly to investors than DHPYX (0.65). JVMIX is a more actively managed with annual turnover of: 49.00 vs. DHPYX (19.00). JVMIX has a lower initial minimum investment than DHPYX: JVMIX (250000) vs DHPYX (500000). DHPYX annual gain was more profitable for investors over the last year : -3.32 vs. JVMIX (-5.28). DHPYX return over 5 years is better than : 50.26 vs. JVMIX (46.84).
| DHPYX | JVMIX | DHPYX / JVMIX | |
| Total Expense Ratio | 0.65 | 0.85 | 76% |
| Annual Report Gross Expense Ratio | 0.65 | 0.86 | 76% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 7.789 | 9.276 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.4M | 23.7B | 0% |
| Annual Yield % from dividends | 1.15 | 0.74 | 156% |
| Returns for 1 year | -3.32 | -5.28 | 63% |
| Returns for 3 years | 19.73 | 24.82 | 79% |
| Returns for 5 years | 50.26 | 46.84 | 107% |
| Returns for 10 years | 75.99 | 50.82 | 150% |
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