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DHTYX vs JVMSX
DHTYX vs JVMSX Comparison
Open Charts DHTYX vs JVMSX
Diamond Hill Select Y
Price$22.82
Change+$0.32 (+1.42%)
VolumeN/A
Net Assets542.86M
JHancock Disciplined Value Mid Cap R2
Price$26.42
Change+$0.26 (+0.99%)
VolumeN/A
Net Assets20.63B
DHTYX vs JVMSX Comparison Chart
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DHTYX vs. JVMSX commentary
May 09, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.6B vs. DHTYX (543M). DHTYX pays higher dividends than JVMSX: DHTYX (0.96) vs JVMSX (0.46). DHTYX was incepted earlier than JVMSX: DHTYX (13 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than DHTYX (0.75). JVMSX is a more actively managed with annual turnover of: 47.00 vs. DHTYX (44.00). JVMSX has a lower initial minimum investment than DHTYX: JVMSX (0) vs DHTYX (500000). DHTYX annual gain was more profitable for investors over the last year : -6.92 vs. JVMSX (-8.45). DHTYX return over 5 years is better than : 87.84 vs. JVMSX (50.94).
| DHTYX | JVMSX | DHTYX / JVMSX | |
| Total Expense Ratio | 0.75 | 1.25 | 60% |
| Annual Report Gross Expense Ratio | 0.75 | 1.26 | 60% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | -6.054 | -2.424 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 543M | 20.6B | 3% |
| Annual Yield % from dividends | 0.96 | 0.46 | 210% |
| Returns for 1 year | -6.92 | -8.45 | 82% |
| Returns for 3 years | 16.86 | 4.66 | 362% |
| Returns for 5 years | 87.84 | 50.94 | 172% |
| Returns for 10 years | 67.91 | 27.80 | 244% |
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