DHTAX
Price
$23.55
Change
-$0.35 (-1.46%)
Updated
Feb 21 closing price
Net Assets
602.53M
JVMSX
Price
$27.35
Change
-$0.48 (-1.72%)
Updated
Feb 21 closing price
Net Assets
22.49B
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DHTAX vs JVMSX

Header iconDHTAX vs JVMSX Comparison
Open Charts DHTAX vs JVMSXBanner chart's image
Diamond Hill Select I
Price$23.55
Change-$0.35 (-1.46%)
VolumeN/A
Net Assets602.53M
JHancock Disciplined Value Mid Cap R2
Price$27.35
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
DHTAX vs JVMSX Comparison Chart
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DHTAX vs. JVMSX 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 JVMSX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.5B vs. DHTAX (603M). JVMSX pays higher dividends than DHTAX: JVMSX (0.52) vs DHTAX (0.19). DHTAX was incepted earlier than JVMSX: DHTAX (19 years) vs JVMSX (13 years). DHTAX is a more actively managed with annual turnover of: 60.00 vs. JVMSX (41.00). JVMSX has a lower initial minimum investment than DHTAX: JVMSX (0) vs DHTAX (2500). DHTAX annual gain was more profitable for investors over the last year : 2.55 vs. JVMSX (-0.52). DHTAX return over 5 years is better than : 46.44 vs. JVMSX (25.78).
DHTAXJVMSXDHTAX / JVMSX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence19 years13 years-
Gain YTD0.5123.80513%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets603M22.5B3%
Annual Yield % from dividends0.190.5237%
Returns for 1 year2.55-0.52-490%
Returns for 3 years14.804.71314%
Returns for 5 years46.4425.78180%
Returns for 10 years74.9236.29206%
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