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DHPYX vs JVMRX
DHPYX vs JVMRX Comparison
Open Charts DHPYX vs JVMRX
Diamond Hill Mid Cap Y
Price$15.89
Change+$1.15 (+7.80%)
VolumeN/A
Net Assets141.5M
JHancock Disciplined Value Mid Cap R6
Price$25.18
Change+$1.81 (+7.74%)
VolumeN/A
Net Assets18.48B
DHPYX vs JVMRX Comparison Chart
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DHPYX vs. JVMRX commentary
Apr 11, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 18.5B vs. DHPYX (141M). DHPYX pays higher dividends than JVMRX: DHPYX (1.27) vs JVMRX (0.94). DHPYX was incepted earlier than JVMRX: DHPYX (11 years) vs JVMRX (14 years). JVMRX (0.76) is less costly to investors than DHPYX (0.65). JVMRX is a more actively managed with annual turnover of: 47.00 vs. DHPYX (19.00). DHPYX has a lower initial minimum investment than JVMRX: DHPYX (500000) vs JVMRX (1000000). DHPYX annual gain was more profitable for investors over the last year : -16.54 vs. JVMRX (-20.09). DHPYX return over 5 years is better than : 48.87 vs. JVMRX (39.55).
| DHPYX | JVMRX | DHPYX / JVMRX | |
| Total Expense Ratio | 0.65 | 0.75 | 87% |
| Annual Report Gross Expense Ratio | 0.65 | 0.76 | 86% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -11.684 | -13.252 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 18.5B | 1% |
| Annual Yield % from dividends | 1.27 | 0.94 | 135% |
| Returns for 1 year | -16.54 | -20.09 | 82% |
| Returns for 3 years | -14.37 | -12.51 | 115% |
| Returns for 5 years | 48.87 | 39.55 | 124% |
| Returns for 10 years | 41.65 | 16.87 | 247% |