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DHPYX vs JVMRX
DHPYX vs JVMRX Comparison
Open Charts DHPYX vs JVMRX
Diamond Hill Mid Cap Y
Price$16.54
Change+$0.19 (+1.16%)
VolumeN/A
Net Assets131.76M
JHancock Disciplined Value Mid Cap R6
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
DHPYX vs JVMRX Comparison Chart
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DHPYX 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 DHPYX is a Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.6B vs. DHPYX (132M). DHPYX pays higher dividends than JVMRX: DHPYX (1.29) vs JVMRX (0.96). 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 : -4.93 vs. JVMRX (-7.91). DHPYX return over 5 years is better than : 63.25 vs. JVMRX (53.53).
| DHPYX | JVMRX | DHPYX / JVMRX | |
| Total Expense Ratio | 0.65 | 0.75 | 87% |
| Annual Report Gross Expense Ratio | 0.65 | 0.76 | 86% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -2.037 | -2.227 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 20.6B | 1% |
| Annual Yield % from dividends | 1.29 | 0.96 | 134% |
| Returns for 1 year | -4.93 | -7.91 | 62% |
| Returns for 3 years | 1.95 | 5.83 | 33% |
| Returns for 5 years | 63.25 | 53.53 | 118% |
| Returns for 10 years | 57.12 | 31.98 | 179% |
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