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DHTAX vs JVMRX
DHTAX vs JVMRX Comparison
Open Charts DHTAX vs JVMRX
Diamond Hill Select I
Price$23.36
Change-$0.42 (-1.77%)
VolumeN/A
Net Assets550.21M
JHancock Disciplined Value Mid Cap R6
Price$27.62
Change-$0.33 (-1.18%)
VolumeN/A
Net Assets21.73B
DHTAX vs JVMRX Comparison Chart
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DHTAX vs. JVMRX commentary
Jun 15, 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: 21.7B vs. DHTAX (550M). JVMRX pays higher dividends than DHTAX: JVMRX (0.91) vs DHTAX (0.57). 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 : 1.15 vs. JVMRX (-1.60). DHTAX return over 5 years is better than : 81.41 vs. JVMRX (54.49).
| 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 | 1.494 | 3.749 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 550M | 21.7B | 3% |
| Annual Yield % from dividends | 0.57 | 0.91 | 63% |
| Returns for 1 year | 1.15 | -1.60 | -72% |
| Returns for 3 years | 36.60 | 18.46 | 198% |
| Returns for 5 years | 81.41 | 54.49 | 149% |
| Returns for 10 years | 72.62 | 39.38 | 184% |
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