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DHTAX vs JVMAX
DHTAX vs JVMAX Comparison
Open Charts DHTAX vs JVMAX
Diamond Hill Select I
Price$23.35
Change-$0.75 (-3.11%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
DHTAX vs JVMAX Comparison Chart
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DHTAX vs. JVMAX commentary
Dec 19, 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 StrongSell and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. DHTAX (607M). JVMAX pays higher dividends than DHTAX: JVMAX (0.67) vs DHTAX (0.19). DHTAX was incepted earlier than JVMAX: DHTAX (19 years) vs JVMAX (28 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). JVMAX (10.66) and DHTAX (10.58) have marching annual gain over last year. DHTAX return over 5 years is better than : 50.44 vs. JVMAX (39.81).
| DHTAX | JVMAX | DHTAX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | 9.000 | 12.851 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 607M | 23.4B | 3% |
| Annual Yield % from dividends | 0.19 | 0.67 | 29% |
| Returns for 1 year | 10.58 | 10.66 | 99% |
| Returns for 3 years | 17.45 | 16.69 | 105% |
| Returns for 5 years | 50.44 | 39.81 | 127% |
| Returns for 10 years | 89.69 | 55.64 | 161% |
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