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DHTAX vs JVMRX
DHTAX vs JVMRX Comparison
Open Charts DHTAX vs JVMRX
Diamond Hill Select I
Price$21.65
Change+$1.75 (+8.79%)
VolumeN/A
Net Assets542.86M
JHancock Disciplined Value Mid Cap R6
Price$25.18
Change+$1.81 (+7.74%)
VolumeN/A
Net Assets18.48B
DHTAX vs JVMRX Comparison Chart
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DHTAX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 18.5B vs. DHTAX (543M). JVMRX pays higher dividends than DHTAX: JVMRX (0.94) vs DHTAX (0.58). DHTAX was incepted earlier than JVMRX: DHTAX (19 years) vs JVMRX (14 years). DHTAX (1.16) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 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 : -18.79 vs. JVMRX (-20.09). DHTAX return over 5 years is better than : 74.84 vs. JVMRX (39.55).
| DHTAX | JVMRX | DHTAX / JVMRX | |
| Total Expense Ratio | 1.16 | 0.75 | 155% |
| Annual Report Gross Expense Ratio | 1.16 | 0.76 | 153% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | -15.066 | -13.252 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 543M | 18.5B | 3% |
| Annual Yield % from dividends | 0.58 | 0.94 | 62% |
| Returns for 1 year | -18.79 | -20.09 | 94% |
| Returns for 3 years | -1.42 | -12.51 | 11% |
| Returns for 5 years | 74.84 | 39.55 | 189% |
| Returns for 10 years | 46.74 | 16.87 | 277% |
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