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DHTAX vs JVMIX
DHTAX vs JVMIX Comparison
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DHTAX vs JVMIX Comparison Chart in %
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DHTAX vs. JVMIX commentary
Aug 23, 2026
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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.1B vs. DHTAX (550M). JVMIX pays higher dividends than DHTAX: JVMIX (0.66) vs DHTAX (0.56). DHTAX was incepted earlier than JVMIX: DHTAX (21 years) vs JVMIX (29 years). DHTAX (1.18) is less costly to investors than JVMIX (0.86). DHTAX (50.00) and JVMIX (48.00) have comparable annual turnover. DHTAX has a lower initial minimum investment than JVMIX: DHTAX (2500) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 10.63 vs. DHTAX (7.41). DHTAX (20.38) and JVMIX (20.35) have equivalent 5 years return.
| DHTAX | JVMIX | DHTAX / JVMIX | |
| Total Expense Ratio | 1.18 | 0.85 | 139% |
| Annual Report Gross Expense Ratio | 1.18 | 0.86 | 137% |
| Fund Existence | 21 years | 29 years | - |
| Gain YTD | 10.020 | 17.364 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 550M | 24.1B | 2% |
| Annual Yield % from dividends | 0.56 | 0.66 | 85% |
| Returns for 1 year | 7.41 | 10.63 | 70% |
| Returns for 3 years | 41.92 | 27.91 | 150% |
| Returns for 5 years | 20.38 | 20.35 | 100% |
| Returns for 10 years | 118.38 | 62.83 | 188% |
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