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DHTYX vs JVMTX
DHTYX vs JVMTX Comparison
Open Charts DHTYX vs JVMTX
Diamond Hill Select Y
Price$22.82
Change+$0.32 (+1.42%)
VolumeN/A
Net Assets542.86M
JHancock Disciplined Value Mid Cap R4
Price$26.54
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
DHTYX vs JVMTX Comparison Chart
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DHTYX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.6B vs. DHTYX (543M). DHTYX pays higher dividends than JVMTX: DHTYX (0.96) vs JVMTX (0.71). DHTYX was incepted earlier than JVMTX: DHTYX (13 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than DHTYX (0.75). JVMTX is a more actively managed with annual turnover of: 47.00 vs. DHTYX (44.00). JVMTX has a lower initial minimum investment than DHTYX: JVMTX (0) vs DHTYX (500000). DHTYX annual gain was more profitable for investors over the last year : -6.92 vs. JVMTX (-8.15). DHTYX return over 5 years is better than : 87.84 vs. JVMTX (52.25).
| DHTYX | JVMTX | DHTYX / JVMTX | |
| Total Expense Ratio | 0.75 | 1.00 | 75% |
| Annual Report Gross Expense Ratio | 0.75 | 1.11 | 68% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | -6.054 | -2.304 | 263% |
| 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 | 0.71 | 136% |
| Returns for 1 year | -6.92 | -8.15 | 85% |
| Returns for 3 years | 16.86 | 5.30 | 318% |
| Returns for 5 years | 87.84 | 52.25 | 168% |
| Returns for 10 years | 67.91 | 29.98 | 227% |
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