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DHTAX vs JVMRX
DHTAX vs JVMRX Comparison
Open Charts DHTAX vs JVMRX
Diamond Hill Select I
Price$25.01
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets570.58M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
DHTAX vs JVMRX Comparison Chart in %
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DHTAX vs. JVMRX commentary
Jul 06, 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: 22.6B vs. DHTAX (571M). JVMRX pays higher dividends than DHTAX: JVMRX (0.88) vs DHTAX (0.54). 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 : 6.51 vs. JVMRX (3.59). DHTAX return over 5 years is better than : 94.28 vs. JVMRX (63.32).
| 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 | 6.743 | 8.500 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 571M | 22.6B | 3% |
| Annual Yield % from dividends | 0.54 | 0.88 | 62% |
| Returns for 1 year | 6.51 | 3.59 | 181% |
| Returns for 3 years | 44.07 | 24.14 | 183% |
| Returns for 5 years | 94.28 | 63.32 | 149% |
| Returns for 10 years | 85.09 | 49.30 | 173% |
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