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DHTAX vs JVMSX
DHTAX vs JVMSX Comparison
Open Charts DHTAX vs JVMSX
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.
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).
| DHTAX | JVMSX | DHTAX / JVMSX | |
| 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 | 3.805 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 22.5B | 3% |
| Annual Yield % from dividends | 0.19 | 0.52 | 37% |
| Returns for 1 year | 2.55 | -0.52 | -490% |
| Returns for 3 years | 14.80 | 4.71 | 314% |
| Returns for 5 years | 46.44 | 25.78 | 180% |
| Returns for 10 years | 74.92 | 36.29 | 206% |
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