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DHTAX vs JVMRX
DHTAX vs JVMRX Comparison
Open Charts DHTAX vs JVMRX
JHancock Disciplined Value Mid Cap R6
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.83B
DHTAX vs JVMRX Comparison Chart
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DHTAX vs. JVMRX commentary
May 10, 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: 20.8B vs. DHTAX (522M). JVMRX pays higher dividends than DHTAX: JVMRX (0.96) vs DHTAX (0.61). 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 : -6.86 vs. JVMRX (-7.91). DHTAX return over 5 years is better than : 83.17 vs. JVMRX (53.53).
| 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 | -6.189 | -2.227 | 278% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 522M | 20.8B | 3% |
| Annual Yield % from dividends | 0.61 | 0.96 | 63% |
| Returns for 1 year | -6.86 | -7.91 | 87% |
| Returns for 3 years | 19.71 | 5.83 | 338% |
| Returns for 5 years | 83.17 | 53.53 | 155% |
| Returns for 10 years | 60.01 | 31.98 | 188% |
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