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DHMAX vs JVMTX
DHMAX vs JVMTX Comparison
Open Charts DHMAX vs JVMTX
Diamond Hill Small-Mid Cap I
Price$26.81
Change-$0.14 (-0.52%)
VolumeN/A
Net Assets874.58M
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
DHMAX vs JVMTX Comparison Chart in %
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DHMAX vs. JVMTX commentary
Feb 05, 2026
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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. DHMAX (875M). JVMTX pays higher dividends than DHMAX: JVMTX (0.60) vs DHMAX (0.00). DHMAX was incepted earlier than JVMTX: DHMAX (20 years) vs JVMTX (13 years). DHMAX (1.21) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. DHMAX (22.00). JVMTX has a lower initial minimum investment than DHMAX: JVMTX (0) vs DHMAX (2500). JVMTX annual gain was more profitable for investors over the last year : 4.79 vs. DHMAX (4.52). JVMTX return over 5 years is better than : 22.28 vs. DHMAX (14.21).
| DHMAX | JVMTX | DHMAX / JVMTX | |
| Total Expense Ratio | 1.21 | 0.99 | 122% |
| Annual Report Gross Expense Ratio | 1.21 | 1.10 | 110% |
| Fund Existence | 20 years | 13 years | - |
| Gain YTD | 3.235 | 5.177 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 875M | 24.7B | 4% |
| Annual Yield % from dividends | 0.00 | 0.60 | - |
| Returns for 1 year | 4.52 | 4.79 | 94% |
| Returns for 3 years | 3.42 | 11.22 | 30% |
| Returns for 5 years | 14.21 | 22.28 | 64% |
| Returns for 10 years | 64.38 | 76.80 | 84% |
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