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DHTAX vs JVMRX
DHTAX vs JVMRX Comparison
Open Charts DHTAX vs JVMRX
Diamond Hill Select I
Price$23.55
Change-$0.35 (-1.46%)
VolumeN/A
Net Assets602.53M
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
DHTAX vs JVMRX Comparison Chart
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DHTAX vs. JVMRX commentary
Feb 23, 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 Hold and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. DHTAX (603M). JVMRX pays higher dividends than DHTAX: JVMRX (0.93) vs DHTAX (0.19). DHTAX was incepted earlier than JVMRX: DHTAX (19 years) vs JVMRX (13 years). DHTAX is a more actively managed with annual turnover of: 60.00 vs. JVMRX (41.00). 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 : 2.55 vs. JVMRX (-1.71). DHTAX return over 5 years is better than : 46.44 vs. JVMRX (25.72).
| DHTAX | JVMRX | DHTAX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | 0.512 | 2.079 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 22.5B | 3% |
| Annual Yield % from dividends | 0.19 | 0.93 | 21% |
| Returns for 1 year | 2.55 | -1.71 | -149% |
| Returns for 3 years | 14.80 | 4.02 | 369% |
| Returns for 5 years | 46.44 | 25.72 | 181% |
| Returns for 10 years | 74.92 | 38.31 | 196% |
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