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DHPYX vs JVMRX
DHPYX vs JVMRX Comparison
Open Charts DHPYX vs JVMRX
Diamond Hill Mid Cap Y
Price$18.02
Change+$0.34 (+1.92%)
VolumeN/A
Net Assets80.28M
JHancock Disciplined Value Mid Cap R6
Price$29.42
Change+$0.52 (+1.80%)
VolumeN/A
Net Assets23.2B
DHPYX vs JVMRX Comparison Chart in %
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DHPYX vs. JVMRX commentary
Aug 14, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. DHPYX (80.3M). DHPYX pays higher dividends than JVMRX: DHPYX (1.18) vs JVMRX (0.86). DHPYX was incepted earlier than JVMRX: DHPYX (12 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: 49.00 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 : 5.03 vs. JVMRX (1.96). DHPYX return over 5 years is better than : 53.55 vs. JVMRX (48.53).
| DHPYX | JVMRX | DHPYX / JVMRX | |
| Total Expense Ratio | 0.65 | 0.75 | 87% |
| Annual Report Gross Expense Ratio | 0.65 | 0.76 | 86% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 7.969 | 7.275 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3M | 23.2B | 0% |
| Annual Yield % from dividends | 1.18 | 0.86 | 137% |
| Returns for 1 year | 5.03 | 1.96 | 257% |
| Returns for 3 years | 7.76 | 10.75 | 72% |
| Returns for 5 years | 53.55 | 48.53 | 110% |
| Returns for 10 years | 71.20 | 44.25 | 161% |