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DHTYX vs JVMRX
DHTYX vs JVMRX Comparison
Open Charts DHTYX vs JVMRX
Diamond Hill Select Y
Price$22.14
Change-$1.51 (-6.38%)
VolumeN/A
Net Assets580.68M
JHancock Disciplined Value Mid Cap R6
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
DHTYX vs JVMRX Comparison Chart
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DHTYX vs. JVMRX commentary
Apr 04, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.4B vs. DHTYX (581M). JVMRX (0.94) and DHTYX (0.92) have matching dividends . DHTYX was incepted earlier than JVMRX: DHTYX (13 years) vs JVMRX (14 years). JVMRX (0.76) and DHTYX (0.75) have similar cost to investors . JVMRX is a more actively managed with annual turnover of: 47.00 vs. DHTYX (44.00). DHTYX has a lower initial minimum investment than JVMRX: DHTYX (500000) vs JVMRX (1000000). DHTYX annual gain was more profitable for investors over the last year : -4.74 vs. JVMRX (-7.83). DHTYX return over 5 years is better than : 147.29 vs. JVMRX (90.92).
| DHTYX | JVMRX | DHTYX / JVMRX | |
| Total Expense Ratio | 0.75 | 0.75 | 100% |
| Annual Report Gross Expense Ratio | 0.75 | 0.76 | 99% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | -1.253 | -0.037 | 3,374% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 581M | 21.4B | 3% |
| Annual Yield % from dividends | 0.92 | 0.94 | 98% |
| Returns for 1 year | -4.74 | -7.83 | 60% |
| Returns for 3 years | 11.47 | -0.32 | -3,569% |
| Returns for 5 years | 147.29 | 90.92 | 162% |
| Returns for 10 years | 81.12 | 34.80 | 233% |
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