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DHTYX vs JVMAX
DHTYX vs JVMAX Comparison
Open Charts DHTYX vs JVMAX
Diamond Hill Select Y
Price$25.16
Change+$0.18 (+0.72%)
VolumeN/A
Net Assets580.78M
JHancock Disciplined Value Mid Cap A
Price$26.59
Change+$0.24 (+0.91%)
VolumeN/A
Net Assets23.09B
DHTYX vs JVMAX Comparison Chart
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DHTYX vs. JVMAX commentary
Jan 31, 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 DHTYX is a StrongBuy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. DHTYX (581M). JVMAX pays higher dividends than DHTYX: JVMAX (0.67) vs DHTYX (0.49). DHTYX was incepted earlier than JVMAX: DHTYX (13 years) vs JVMAX (28 years). DHTYX is a more actively managed with annual turnover of: 60.00 vs. JVMAX (41.00). JVMAX has a lower initial minimum investment than DHTYX: JVMAX (1000) vs DHTYX (500000). DHTYX annual gain was more profitable for investors over the last year : 12.18 vs. JVMAX (3.68). DHTYX return over 5 years is better than : 64.74 vs. JVMAX (28.55).
| DHTYX | JVMAX | DHTYX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | 5.052 | 3.659 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 581M | 23.1B | 3% |
| Annual Yield % from dividends | 0.49 | 0.67 | 73% |
| Returns for 1 year | 12.18 | 3.68 | 331% |
| Returns for 3 years | 21.16 | 3.11 | 680% |
| Returns for 5 years | 64.74 | 28.55 | 227% |
| Returns for 10 years | 106.22 | 41.55 | 256% |
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