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DHPYX vs JVMTX
DHPYX vs JVMTX Comparison
Open Charts DHPYX vs JVMTX
Diamond Hill Mid Cap Y
Price$16.54
Change+$0.19 (+1.16%)
VolumeN/A
Net Assets131.76M
JHancock Disciplined Value Mid Cap R4
Price$26.54
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
DHPYX vs JVMTX Comparison Chart
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DHPYX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.6B vs. DHPYX (132M). DHPYX pays higher dividends than JVMTX: DHPYX (1.29) vs JVMTX (0.71). DHPYX was incepted earlier than JVMTX: DHPYX (11 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than DHPYX (0.65). JVMTX is a more actively managed with annual turnover of: 47.00 vs. DHPYX (19.00). JVMTX has a lower initial minimum investment than DHPYX: JVMTX (0) vs DHPYX (500000). DHPYX annual gain was more profitable for investors over the last year : -4.93 vs. JVMTX (-8.15). DHPYX return over 5 years is better than : 63.25 vs. JVMTX (52.25).
| DHPYX | JVMTX | DHPYX / JVMTX | |
| Total Expense Ratio | 0.65 | 1.00 | 65% |
| Annual Report Gross Expense Ratio | 0.65 | 1.11 | 59% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | -2.037 | -2.304 | 88% |
| 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 | 0.71 | 182% |
| Returns for 1 year | -4.93 | -8.15 | 60% |
| Returns for 3 years | 1.95 | 5.30 | 37% |
| Returns for 5 years | 63.25 | 52.25 | 121% |
| Returns for 10 years | 57.12 | 29.98 | 191% |
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