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DHTAX vs JVMRX
DHTAX vs JVMRX Comparison
Open Charts DHTAX vs JVMRX
Diamond Hill Select I
Price$25.89
Change+$0.14 (+0.54%)
VolumeN/A
Net Assets580.84M
JHancock Disciplined Value Mid Cap R6
Price$30.34
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets24.49B
DHTAX vs JVMRX Comparison Chart in %
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DHTAX vs. JVMRX commentary
Dec 02, 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: 24.5B vs. DHTAX (581M). JVMRX pays higher dividends than DHTAX: JVMRX (0.83) vs DHTAX (0.51). 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 : -1.24 vs. JVMRX (-5.57). DHTAX return over 5 years is better than : 47.41 vs. JVMRX (34.85).
| 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 | 10.499 | 12.621 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 581M | 24.5B | 2% |
| Annual Yield % from dividends | 0.51 | 0.83 | 62% |
| Returns for 1 year | -1.24 | -5.57 | 22% |
| Returns for 3 years | 40.32 | 17.33 | 233% |
| Returns for 5 years | 47.41 | 34.85 | 136% |
| Returns for 10 years | 98.64 | 50.44 | 196% |
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