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DHMAX vs JVMIX
DHMAX vs JVMIX Comparison
Open Charts DHMAX vs JVMIX
Diamond Hill Small-Mid Cap I
Price$26.85
Change-$0.21 (-0.78%)
VolumeN/A
Net Assets922.61M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
DHMAX vs JVMIX Comparison Chart in %
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DHMAX 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 DHMAX is a Hold and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. DHMAX (923M). DHMAX pays higher dividends than JVMIX: DHMAX (0.90) vs JVMIX (0.76). DHMAX was incepted earlier than JVMIX: DHMAX (20 years) vs JVMIX (28 years). DHMAX (1.21) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 49.00 vs. DHMAX (22.00). DHMAX has a lower initial minimum investment than JVMIX: DHMAX (2500) vs JVMIX (250000). DHMAX annual gain was more profitable for investors over the last year : 1.49 vs. JVMIX (0.76). JVMIX return over 5 years is better than : 50.10 vs. DHMAX (41.43).
| DHMAX | JVMIX | DHMAX / JVMIX | |
| Total Expense Ratio | 1.21 | 0.87 | 139% |
| Annual Report Gross Expense Ratio | 1.21 | 0.88 | 138% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 5.584 | 8.980 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 23.6B | 4% |
| Annual Yield % from dividends | 0.90 | 0.76 | 118% |
| Returns for 1 year | 1.49 | 0.76 | 197% |
| Returns for 3 years | 2.78 | 11.90 | 23% |
| Returns for 5 years | 41.43 | 50.10 | 83% |
| Returns for 10 years | 41.71 | 45.29 | 92% |
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