Interact to see
Advertisement
Advertisement
DHLTX vs JVMIX
DHLTX vs JVMIX Comparison
Open Charts DHLTX vs JVMIX
Diamond Hill Select I
Price$25.74
Change-$0.18 (-0.69%)
VolumeN/A
Net Assets578.56M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
DHLTX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DHLTX vs. JVMIX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. DHLTX (579M). JVMIX (0.76) and DHLTX (0.74) have matching dividends . DHLTX was incepted earlier than JVMIX: DHLTX (20 years) vs JVMIX (28 years). JVMIX (0.88) and DHLTX (0.87) 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 : 3.44 vs. JVMIX (0.76). DHLTX return over 5 years is better than : 70.77 vs. JVMIX (50.10).
| DHLTX | JVMIX | DHLTX / JVMIX | |
| Total Expense Ratio | 0.87 | 0.87 | 100% |
| Annual Report Gross Expense Ratio | 0.87 | 0.88 | 99% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 8.060 | 8.980 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 579M | 23.6B | 2% |
| Annual Yield % from dividends | 0.74 | 0.76 | 97% |
| Returns for 1 year | 3.44 | 0.76 | 455% |
| Returns for 3 years | 25.21 | 11.90 | 212% |
| Returns for 5 years | 70.77 | 50.10 | 141% |
| Returns for 10 years | 87.92 | 45.29 | 194% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| REET | 24.89 | 0.10 | +0.40% |
| iShares Global REIT ETF | |||
| CPNS | 26.62 | 0.01 | +0.02% |
| Calamos Nasdaq-100 Str Alt Prt ETF-Sep | |||
| PZT | 21.44 | N/A | N/A |
| Invesco New York AMT-Free Muni Bd ETF | |||
| IWMW | 39.40 | -0.13 | -0.32% |
| iShares Russell 2000 BuyWrite ETF | |||
| JPSE | 47.72 | -0.27 | -0.56% |
| JPMorgan Divers Ret US Small Cap Eq ETF | |||