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DHTAX vs JVMAX
DHTAX vs JVMAX Comparison
Open Charts DHTAX vs JVMAX
Diamond Hill Select I
Price$21.65
Change+$1.75 (+8.79%)
VolumeN/A
Net Assets542.86M
JHancock Disciplined Value Mid Cap A
Price$23.74
Change+$1.71 (+7.76%)
VolumeN/A
Net Assets18.48B
DHTAX vs JVMAX Comparison Chart
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DHTAX vs. JVMAX commentary
Apr 11, 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 DHTAX is a Buy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 18.5B vs. DHTAX (543M). JVMAX pays higher dividends than DHTAX: JVMAX (0.61) vs DHTAX (0.58). DHTAX was incepted earlier than JVMAX: DHTAX (19 years) vs JVMAX (28 years). DHTAX (1.16) and JVMAX (1.13) have similar cost to investors . JVMAX is a more actively managed with annual turnover of: 47.00 vs. DHTAX (44.00). 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 : -18.79 vs. JVMAX (-20.84). DHTAX return over 5 years is better than : 74.84 vs. JVMAX (36.10).
| DHTAX | JVMAX | DHTAX / JVMAX | |
| Total Expense Ratio | 1.16 | 1.12 | 104% |
| Annual Report Gross Expense Ratio | 1.16 | 1.13 | 103% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | -15.066 | -13.336 | 113% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 543M | 18.5B | 3% |
| Annual Yield % from dividends | 0.58 | 0.61 | 95% |
| Returns for 1 year | -18.79 | -20.84 | 90% |
| Returns for 3 years | -1.42 | -13.99 | 10% |
| Returns for 5 years | 74.84 | 36.10 | 207% |
| Returns for 10 years | 46.74 | 11.67 | 401% |
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