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DHMAX vs JVMSX
DHMAX vs JVMSX Comparison
Open Charts DHMAX vs JVMSX
Diamond Hill Small-Mid Cap I
Price$27.78
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets922.61M
JHancock Disciplined Value Mid Cap R2
Price$30.01
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
DHMAX vs JVMSX Comparison Chart in %
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DHMAX vs. JVMSX commentary
Sep 09, 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 Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. DHMAX (923M). DHMAX pays higher dividends than JVMSX: DHMAX (0.87) vs JVMSX (0.40). DHMAX was incepted earlier than JVMSX: DHMAX (20 years) vs JVMSX (14 years). JVMSX (1.25) and DHMAX (1.21) have similar cost to investors . JVMSX is a more actively managed with annual turnover of: 49.00 vs. DHMAX (22.00). JVMSX has a lower initial minimum investment than DHMAX: JVMSX (0) vs DHMAX (2500). DHMAX annual gain was more profitable for investors over the last year : 5.19 vs. JVMSX (2.46). JVMSX return over 5 years is better than : 52.77 vs. DHMAX (48.27).
| DHMAX | JVMSX | DHMAX / JVMSX | |
| Total Expense Ratio | 1.21 | 1.24 | 98% |
| Annual Report Gross Expense Ratio | 1.21 | 1.25 | 97% |
| Fund Existence | 20 years | 14 years | - |
| Gain YTD | 9.438 | 11.712 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 24.4B | 4% |
| Annual Yield % from dividends | 0.87 | 0.40 | 216% |
| Returns for 1 year | 5.19 | 2.46 | 211% |
| Returns for 3 years | 17.11 | 23.90 | 72% |
| Returns for 5 years | 48.27 | 52.77 | 91% |
| Returns for 10 years | 51.99 | 54.59 | 95% |
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