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DHTAX vs JVMRX
DHTAX vs JVMRX Comparison
Open Charts DHTAX vs JVMRX
Diamond Hill Select I
Price$25.28
Change-$0.18 (-0.71%)
VolumeN/A
Net Assets578.56M
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.59B
DHTAX vs JVMRX Comparison Chart in %
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DHTAX vs. JVMRX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. DHTAX (579M). JVMRX pays higher dividends than DHTAX: JVMRX (0.86) vs DHTAX (0.53). DHTAX was incepted earlier than JVMRX: DHTAX (20 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: 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 : 3.04 vs. JVMRX (0.87). DHTAX return over 5 years is better than : 67.63 vs. JVMRX (50.62).
| DHTAX | JVMRX | DHTAX / JVMRX | |
| Total Expense Ratio | 1.16 | 0.75 | 155% |
| Annual Report Gross Expense Ratio | 1.16 | 0.76 | 153% |
| Fund Existence | 20 years | 14 years | - |
| Gain YTD | 7.896 | 9.057 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 579M | 23.6B | 2% |
| Annual Yield % from dividends | 0.53 | 0.86 | 62% |
| Returns for 1 year | 3.04 | 0.87 | 351% |
| Returns for 3 years | 23.89 | 12.17 | 196% |
| Returns for 5 years | 67.63 | 50.62 | 134% |
| Returns for 10 years | 81.71 | 46.16 | 177% |
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