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DHTAX vs JVMTX
DHTAX vs JVMTX Comparison
Open Charts DHTAX vs JVMTX
Diamond Hill Select I
Price$23.43
Change+$0.07 (+0.30%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$26.91
Change+$0.06 (+0.22%)
VolumeN/A
CapitalizationN/A
DHTAX vs JVMTX Comparison Chart
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DHTAX vs. JVMTX commentary
Jan 03, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.4B vs. DHTAX (581M). JVMTX pays higher dividends than DHTAX: JVMTX (0.73) vs DHTAX (0.19). DHTAX was incepted earlier than JVMTX: DHTAX (19 years) vs JVMTX (12 years). DHTAX is a more actively managed with annual turnover of: 60.00 vs. JVMTX (41.00). JVMTX has a lower initial minimum investment than DHTAX: JVMTX (0) vs DHTAX (2500). DHTAX annual gain was more profitable for investors over the last year : 6.79 vs. JVMTX (-0.60). DHTAX return over 5 years is better than : 48.04 vs. JVMTX (23.53).
| DHTAX | JVMTX | DHTAX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 12 years | - |
| Gain YTD | 0.000 | 0.000 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 581M | 22.4B | 3% |
| Annual Yield % from dividends | 0.19 | 0.73 | 26% |
| Returns for 1 year | 6.79 | -0.60 | -1,125% |
| Returns for 3 years | 10.17 | -1.22 | -833% |
| Returns for 5 years | 48.04 | 23.53 | 204% |
| Returns for 10 years | 85.75 | 39.91 | 215% |
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