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DHTAX vs JVMSX
DHTAX vs JVMSX Comparison
Open Charts DHTAX vs JVMSX
Diamond Hill Select I
Price$25.54
Change-$0.27 (-1.05%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$30.20
Change-$0.18 (-0.59%)
VolumeN/A
CapitalizationN/A
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DHTAX vs JVMSX Comparison Chart
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DHTAX vs. JVMSX commentary
Sep 21, 2024
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 StrongBuy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.4B vs. DHTAX (589M). 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 : 33.65 vs. JVMSX (18.97). DHTAX return over 5 years is better than : 70.57 vs. JVMSX (42.48).
| 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 | 15.513 | 10.826 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 23.4B | 3% |
| Annual Yield % from dividends | 0.19 | 0.52 | 37% |
| Returns for 1 year | 33.65 | 18.97 | 177% |
| Returns for 3 years | 14.93 | 12.80 | 117% |
| Returns for 5 years | 70.57 | 42.48 | 166% |
| Returns for 10 years | 91.17 | 60.77 | 150% |
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