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DHLTX vs JVMTX
DHLTX vs JVMTX Comparison
Open Charts DHLTX vs JVMTX
Diamond Hill Select I
Price$23.78
Change-$0.42 (-1.74%)
VolumeN/A
Net Assets550.21M
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
DHLTX vs JVMTX Comparison Chart
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DHLTX vs. JVMTX commentary
Jun 15, 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. DHLTX (550M). DHLTX pays higher dividends than JVMTX: DHLTX (0.80) vs JVMTX (0.67). DHLTX was incepted earlier than JVMTX: DHLTX (19 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than DHLTX (0.87). JVMTX is a more actively managed with annual turnover of: 47.00 vs. DHLTX (44.00). JVMTX has a lower initial minimum investment than DHLTX: JVMTX (0) vs DHLTX (2500). DHLTX annual gain was more profitable for investors over the last year : -0.22 vs. JVMTX (-3.01). DHLTX return over 5 years is better than : 81.49 vs. JVMTX (51.48).
| DHLTX | JVMTX | DHLTX / JVMTX | |
| Total Expense Ratio | 0.87 | 1.00 | 87% |
| Annual Report Gross Expense Ratio | 0.87 | 1.11 | 78% |
| Fund Existence | 19 years | 12 years | - |
| Gain YTD | -0.168 | 2.453 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 550M | 21.5B | 3% |
| Annual Yield % from dividends | 0.80 | 0.67 | 120% |
| Returns for 1 year | -0.22 | -3.01 | 7% |
| Returns for 3 years | 35.69 | 16.50 | 216% |
| Returns for 5 years | 81.49 | 51.48 | 158% |
| Returns for 10 years | 75.45 | 35.66 | 212% |
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