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DHTAX vs JVMRX
DHTAX vs JVMRX Comparison
Open Charts DHTAX vs JVMRX
DHTAX vs JVMRX Comparison Chart in %
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DHTAX vs. JVMRX commentary
Aug 03, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. DHTAX (550M). JVMRX pays higher dividends than DHTAX: JVMRX (0.75) vs DHTAX (0.56). DHTAX was incepted earlier than JVMRX: DHTAX (21 years) vs JVMRX (15 years). DHTAX (1.18) is less costly to investors than JVMRX (0.75). DHTAX (50.00) and JVMRX (48.00) have comparable annual turnover. DHTAX has a lower initial minimum investment than JVMRX: DHTAX (2500) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 8.86 vs. DHTAX (7.77). DHTAX return over 5 years is better than : 19.85 vs. JVMRX (16.31).
| DHTAX | JVMRX | DHTAX / JVMRX | |
| Total Expense Ratio | 1.18 | 0.74 | 159% |
| Annual Report Gross Expense Ratio | 1.18 | 0.75 | 157% |
| Fund Existence | 21 years | 15 years | - |
| Gain YTD | 8.391 | 14.348 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 550M | 23.6B | 2% |
| Annual Yield % from dividends | 0.56 | 0.75 | 75% |
| Returns for 1 year | 7.77 | 8.86 | 88% |
| Returns for 3 years | 28.81 | 19.29 | 149% |
| Returns for 5 years | 19.85 | 16.31 | 122% |
| Returns for 10 years | 127.27 | 63.73 | 200% |
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