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DHTAX vs JVMRX
DHTAX vs JVMRX Comparison
Open Charts DHTAX vs JVMRX
Diamond Hill Select I
Price$25.93
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets578.56M
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
DHTAX vs JVMRX Comparison Chart in %
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DHTAX vs. JVMRX commentary
Sep 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 StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. DHTAX (579M). JVMRX pays higher dividends than DHTAX: JVMRX (0.84) 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 : 3.88 vs. JVMRX (3.02). DHTAX return over 5 years is better than : 74.55 vs. JVMRX (55.40).
| 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 | 10.670 | 12.064 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 579M | 24.3B | 2% |
| Annual Yield % from dividends | 0.51 | 0.84 | 61% |
| Returns for 1 year | 3.88 | 3.02 | 129% |
| Returns for 3 years | 44.34 | 25.20 | 176% |
| Returns for 5 years | 74.55 | 55.40 | 135% |
| Returns for 10 years | 97.17 | 59.55 | 163% |
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