Ad is loading...
DHTAX vs JVMAX
DHTAX vs JVMAX Comparison
Open Charts DHTAX vs JVMAX
Diamond Hill Select I
Price$25.54
Change-$0.27 (-1.05%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.82
Change-$0.19 (-0.65%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DHTAX vs JVMAX Comparison Chart
Loading...
DHTAX vs. JVMAX 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 DHTAX is a StrongBuy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. DHTAX (589M). JVMAX pays higher dividends than DHTAX: JVMAX (0.67) vs DHTAX (0.19). DHTAX was incepted earlier than JVMAX: DHTAX (19 years) vs JVMAX (27 years). DHTAX is a more actively managed with annual turnover of: 60.00 vs. JVMAX (41.00). JVMAX has a lower initial minimum investment than DHTAX: JVMAX (1000) vs DHTAX (2500). DHTAX annual gain was more profitable for investors over the last year : 33.65 vs. JVMAX (18.94). DHTAX return over 5 years is better than : 70.57 vs. JVMAX (42.03).
| DHTAX | JVMAX | DHTAX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | 15.513 | 10.889 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 23.4B | 3% |
| Annual Yield % from dividends | 0.19 | 0.67 | 29% |
| Returns for 1 year | 33.65 | 18.94 | 178% |
| Returns for 3 years | 14.93 | 12.35 | 121% |
| Returns for 5 years | 70.57 | 42.03 | 168% |
| Returns for 10 years | 91.17 | 59.30 | 154% |