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DHMAX vs JVMTX
DHMAX vs JVMTX Comparison
Open Charts DHMAX vs JVMTX
Diamond Hill Small-Mid Cap I
Price$26.72
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets896.43M
JHancock Disciplined Value Mid Cap R4
Price$29.51
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
DHMAX vs JVMTX Comparison Chart in %
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DHMAX vs. JVMTX commentary
Oct 19, 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. DHMAX (896M). DHMAX pays higher dividends than JVMTX: DHMAX (0.88) vs JVMTX (0.62). DHMAX was incepted earlier than JVMTX: DHMAX (20 years) vs JVMTX (12 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). DHMAX annual gain was more profitable for investors over the last year : -3.93 vs. JVMTX (-5.01). JVMTX return over 5 years is better than : 46.78 vs. DHMAX (39.31).
| 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 | 12 years | - |
| Gain YTD | 5.073 | 9.662 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 896M | 23.9B | 4% |
| Annual Yield % from dividends | 0.88 | 0.62 | 142% |
| Returns for 1 year | -3.93 | -5.01 | 78% |
| Returns for 3 years | 13.47 | 25.01 | 54% |
| Returns for 5 years | 39.31 | 46.78 | 84% |
| Returns for 10 years | 44.25 | 50.12 | 88% |
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