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DHLTX vs JVMIX
DHLTX vs JVMIX Comparison
Open Charts DHLTX vs JVMIX
Diamond Hill Select I
Price$25.84
Change+$0.09 (+0.35%)
VolumeN/A
Net Assets571.54M
JHancock Disciplined Value Mid Cap I
Price$29.98
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.16B
DHLTX vs JVMIX Comparison Chart in %
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DHLTX vs. JVMIX commentary
Nov 14, 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 (572M). JVMIX (0.75) and DHLTX (0.73) 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 : -2.74 vs. JVMIX (-5.45). DHLTX return over 5 years is better than : 54.70 vs. JVMIX (38.17).
| 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 | 8.480 | 11.243 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 572M | 24.2B | 2% |
| Annual Yield % from dividends | 0.73 | 0.75 | 97% |
| Returns for 1 year | -2.74 | -5.45 | 50% |
| Returns for 3 years | 36.62 | 15.30 | 239% |
| Returns for 5 years | 54.70 | 38.17 | 143% |
| Returns for 10 years | 113.82 | 54.29 | 210% |
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