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DHTAX vs JVMSX
DHTAX vs JVMSX Comparison
Open Charts DHTAX vs JVMSX
Diamond Hill Select I
Price$21.65
Change+$1.75 (+8.79%)
VolumeN/A
Net Assets542.86M
JHancock Disciplined Value Mid Cap R2
Price$25.03
Change+$1.81 (+7.80%)
VolumeN/A
Net Assets18.48B
DHTAX vs JVMSX Comparison Chart
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DHTAX vs. JVMSX commentary
Apr 11, 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 Buy and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 18.5B vs. DHTAX (543M). DHTAX pays higher dividends than JVMSX: DHTAX (0.58) vs JVMSX (0.45). DHTAX was incepted earlier than JVMSX: DHTAX (19 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than DHTAX (1.16). JVMSX is a more actively managed with annual turnover of: 47.00 vs. DHTAX (44.00). 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 : -18.79 vs. JVMSX (-20.56). DHTAX return over 5 years is better than : 74.84 vs. JVMSX (37.19).
| DHTAX | JVMSX | DHTAX / JVMSX | |
| Total Expense Ratio | 1.16 | 1.25 | 93% |
| Annual Report Gross Expense Ratio | 1.16 | 1.26 | 92% |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | -15.066 | -13.391 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 543M | 18.5B | 3% |
| Annual Yield % from dividends | 0.58 | 0.45 | 130% |
| Returns for 1 year | -18.79 | -20.56 | 91% |
| Returns for 3 years | -1.42 | -13.47 | 11% |
| Returns for 5 years | 74.84 | 37.19 | 201% |
| Returns for 10 years | 46.74 | 13.17 | 355% |
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