Interact to see
Advertisement
Advertisement
DHTAX vs JVMIX
DHTAX vs JVMIX Comparison
Open Charts DHTAX vs JVMIX
DHTAX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DHTAX vs. JVMIX commentary
Jul 07, 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: 23.4B vs. DHTAX (549M). JVMIX pays higher dividends than DHTAX: JVMIX (0.68) vs DHTAX (0.58). 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 : 5.99 vs. DHTAX (5.27). DHTAX return over 5 years is better than : 19.83 vs. JVMIX (13.68).
| 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 | 6.558 | 11.904 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 549M | 23.4B | 2% |
| Annual Yield % from dividends | 0.58 | 0.68 | 86% |
| Returns for 1 year | 5.27 | 5.99 | 88% |
| Returns for 3 years | 33.85 | 20.70 | 164% |
| Returns for 5 years | 19.83 | 13.68 | 145% |
| Returns for 10 years | 129.32 | 61.77 | 209% |