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DHLTX vs JVMIX
DHLTX vs JVMIX Comparison
Open Charts DHLTX vs JVMIX
Diamond Hill Select I
Price$25.98
Change+$0.31 (+1.21%)
VolumeN/A
Net Assets601.68M
JHancock Disciplined Value Mid Cap I
Price$30.11
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
DHLTX vs JVMIX Comparison Chart in %
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DHLTX vs. JVMIX commentary
Sep 28, 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 DHLTX is a Buy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. DHLTX (602M). JVMIX (0.74) and DHLTX (0.71) have matching dividends . DHLTX was incepted earlier than JVMIX: DHLTX (20 years) vs JVMIX (28 years). DHLTX (0.87) and JVMIX (0.86) have similar cost to investors . JVMIX is a more actively managed with annual turnover of: 49.00 vs. DHLTX (44.00). DHLTX has a lower initial minimum investment than JVMIX: DHLTX (2500) vs JVMIX (250000). DHLTX annual gain was more profitable for investors over the last year : 1.26 vs. JVMIX (-0.89). DHLTX return over 5 years is better than : 81.60 vs. JVMIX (61.98).
| DHLTX | JVMIX | DHLTX / JVMIX | |
| Total Expense Ratio | 0.87 | 0.85 | 102% |
| Annual Report Gross Expense Ratio | 0.87 | 0.86 | 101% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 9.068 | 11.725 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 602M | 24.2B | 2% |
| Annual Yield % from dividends | 0.71 | 0.74 | 96% |
| Returns for 1 year | 1.26 | -0.89 | -142% |
| Returns for 3 years | 54.13 | 34.98 | 155% |
| Returns for 5 years | 81.60 | 61.98 | 132% |
| Returns for 10 years | 118.80 | 65.12 | 182% |
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