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DHMAX vs JVMSX
DHMAX vs JVMSX Comparison
Open Charts DHMAX vs JVMSX
Diamond Hill Small-Mid Cap I
Price$26.85
Change-$0.21 (-0.78%)
VolumeN/A
Net Assets922.61M
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
DHMAX vs JVMSX Comparison Chart in %
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DHMAX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. DHMAX (923M). DHMAX pays higher dividends than JVMSX: DHMAX (0.90) vs JVMSX (0.41). DHMAX was incepted earlier than JVMSX: DHMAX (20 years) vs JVMSX (13 years). JVMSX (1.26) 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 : 1.49 vs. JVMSX (0.34). JVMSX return over 5 years is better than : 48.09 vs. DHMAX (41.43).
| DHMAX | JVMSX | DHMAX / JVMSX | |
| Total Expense Ratio | 1.21 | 1.25 | 97% |
| Annual Report Gross Expense Ratio | 1.21 | 1.26 | 96% |
| Fund Existence | 20 years | 13 years | - |
| Gain YTD | 5.584 | 8.728 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 23.6B | 4% |
| Annual Yield % from dividends | 0.90 | 0.41 | 218% |
| Returns for 1 year | 1.49 | 0.34 | 437% |
| Returns for 3 years | 2.78 | 10.96 | 25% |
| Returns for 5 years | 41.43 | 48.09 | 86% |
| Returns for 10 years | 41.71 | 41.60 | 100% |
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