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DHLTX vs JVMIX
DHLTX vs JVMIX Comparison
Open Charts DHLTX vs JVMIX
Diamond Hill Select I
Price$25.60
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets588.47M
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
DHLTX vs JVMIX Comparison Chart in %
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DHLTX vs. JVMIX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. DHLTX (588M). DHLTX pays higher dividends than JVMIX: DHLTX (0.86) vs JVMIX (0.72). DHLTX was incepted earlier than JVMIX: DHLTX (20 years) vs JVMIX (29 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 : 6.59 vs. JVMIX (4.96). DHLTX return over 5 years is better than : 35.04 vs. JVMIX (23.04).
| 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 | 29 years | - |
| Gain YTD | 2.441 | 5.206 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 588M | 24.7B | 2% |
| Annual Yield % from dividends | 0.86 | 0.72 | 119% |
| Returns for 1 year | 6.59 | 4.96 | 133% |
| Returns for 3 years | 30.50 | 11.72 | 260% |
| Returns for 5 years | 35.04 | 23.04 | 152% |
| Returns for 10 years | 139.26 | 78.79 | 177% |
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