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DHPYX vs JVMTX
DHPYX vs JVMTX Comparison
Open Charts DHPYX vs JVMTX
Diamond Hill Mid Cap Y
Price$18.46
Change-$0.14 (-0.75%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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DHPYX vs JVMTX Comparison Chart
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DHPYX vs. JVMTX commentary
Sep 21, 2024
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: 23.4B vs. DHPYX (166M). DHPYX pays higher dividends than JVMTX: DHPYX (1.12) vs JVMTX (0.73). DHPYX was incepted earlier than JVMTX: DHPYX (11 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. DHPYX (22.00). 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 : 24.52 vs. JVMTX (19.27). JVMTX return over 5 years is better than : 43.64 vs. DHPYX (35.83).
| DHPYX | JVMTX | DHPYX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 12.630 | 11.010 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 23.4B | 1% |
| Annual Yield % from dividends | 1.12 | 0.73 | 154% |
| Returns for 1 year | 24.52 | 19.27 | 127% |
| Returns for 3 years | 11.48 | 13.38 | 86% |
| Returns for 5 years | 35.83 | 43.64 | 82% |
| Returns for 10 years | 93.08 | 63.34 | 147% |