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DHMAX vs JVMTX
DHMAX vs JVMTX Comparison
Open Charts DHMAX vs JVMTX
Diamond Hill Small-Mid Cap I
Price$26.85
Change-$0.21 (-0.78%)
VolumeN/A
Net Assets922.61M
JHancock Disciplined Value Mid Cap R4
Price$29.31
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
DHMAX vs JVMTX Comparison Chart in %
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DHMAX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.6B vs. DHMAX (923M). DHMAX pays higher dividends than JVMTX: DHMAX (0.90) vs JVMTX (0.64). DHMAX was incepted earlier than JVMTX: DHMAX (20 years) vs JVMTX (12 years). DHMAX (1.21) is less costly to investors than JVMTX (1.11). 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 : 1.49 vs. JVMTX (0.62). JVMTX return over 5 years is better than : 49.36 vs. DHMAX (41.43).
| DHMAX | JVMTX | DHMAX / JVMTX | |
| Total Expense Ratio | 1.21 | 1.00 | 121% |
| Annual Report Gross Expense Ratio | 1.21 | 1.11 | 109% |
| Fund Existence | 20 years | 12 years | - |
| Gain YTD | 5.584 | 8.919 | 63% |
| 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 | 0.64 | 141% |
| Returns for 1 year | 1.49 | 0.62 | 240% |
| Returns for 3 years | 2.78 | 11.58 | 24% |
| Returns for 5 years | 41.43 | 49.36 | 84% |
| Returns for 10 years | 41.71 | 43.95 | 95% |
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