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DHTAX vs JVMRX
DHTAX vs JVMRX Comparison
Open Charts DHTAX vs JVMRX
Diamond Hill Select I
Price$25.22
Change-$0.30 (-1.18%)
VolumeN/A
Net Assets601.68M
JHancock Disciplined Value Mid Cap R6
Price$30.08
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets24.11B
DHTAX vs JVMRX Comparison Chart in %
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DHTAX vs. JVMRX commentary
Oct 09, 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 Hold and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.1B vs. DHTAX (602M). JVMRX pays higher dividends than DHTAX: JVMRX (0.84) vs DHTAX (0.52). DHTAX was incepted earlier than JVMRX: DHTAX (20 years) vs JVMRX (14 years). DHTAX (1.16) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. DHTAX (44.00). DHTAX has a lower initial minimum investment than JVMRX: DHTAX (2500) vs JVMRX (1000000). DHTAX annual gain was more profitable for investors over the last year : 1.12 vs. JVMRX (-0.95). DHTAX return over 5 years is better than : 63.93 vs. JVMRX (49.17).
| DHTAX | JVMRX | DHTAX / JVMRX | |
| Total Expense Ratio | 1.16 | 0.74 | 157% |
| Annual Report Gross Expense Ratio | 1.16 | 0.75 | 155% |
| Fund Existence | 20 years | 14 years | - |
| Gain YTD | 7.640 | 11.136 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 602M | 24.1B | 2% |
| Annual Yield % from dividends | 0.52 | 0.84 | 62% |
| Returns for 1 year | 1.12 | -0.95 | -117% |
| Returns for 3 years | 46.88 | 29.92 | 157% |
| Returns for 5 years | 63.93 | 49.17 | 130% |
| Returns for 10 years | 94.96 | 54.96 | 173% |
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