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DHPYX vs JVMSX
DHPYX vs JVMSX Comparison
Open Charts DHPYX vs JVMSX
Diamond Hill Mid Cap Y
Price$16.35
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets131.76M
JHancock Disciplined Value Mid Cap R2
Price$26.42
Change+$0.26 (+0.99%)
VolumeN/A
Net Assets20.63B
DHPYX vs JVMSX Comparison Chart
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DHPYX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.6B vs. DHPYX (132M). DHPYX pays higher dividends than JVMSX: DHPYX (1.29) vs JVMSX (0.46). DHPYX was incepted earlier than JVMSX: DHPYX (11 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than DHPYX (0.65). JVMSX is a more actively managed with annual turnover of: 47.00 vs. DHPYX (19.00). JVMSX has a lower initial minimum investment than DHPYX: JVMSX (0) vs DHPYX (500000). DHPYX annual gain was more profitable for investors over the last year : -5.97 vs. JVMSX (-8.45). DHPYX return over 5 years is better than : 62.85 vs. JVMSX (50.94).
| DHPYX | JVMSX | DHPYX / JVMSX | |
| Total Expense Ratio | 0.65 | 1.25 | 52% |
| Annual Report Gross Expense Ratio | 0.65 | 1.26 | 52% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | -2.277 | -2.424 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 20.6B | 1% |
| Annual Yield % from dividends | 1.29 | 0.46 | 282% |
| Returns for 1 year | -5.97 | -8.45 | 71% |
| Returns for 3 years | -1.61 | 4.66 | -35% |
| Returns for 5 years | 62.85 | 50.94 | 123% |
| Returns for 10 years | 56.74 | 27.80 | 204% |
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