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DHMYX vs JVMTX
DHMYX vs JVMTX Comparison
Open Charts DHMYX vs JVMTX
Diamond Hill Small-Mid Cap Y
Price$28.09
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets922.61M
JHancock Disciplined Value Mid Cap R4
Price$30.18
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
DHMYX vs JVMTX Comparison Chart in %
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DHMYX vs. JVMTX 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 DHMYX is a Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.4B vs. DHMYX (923M). DHMYX pays higher dividends than JVMTX: DHMYX (1.23) vs JVMTX (0.62). DHMYX was incepted earlier than JVMTX: DHMYX (14 years) vs JVMTX (12 years). JVMTX (1.10) is less costly to investors than DHMYX (0.80). JVMTX is a more actively managed with annual turnover of: 49.00 vs. DHMYX (22.00). JVMTX has a lower initial minimum investment than DHMYX: JVMTX (0) vs DHMYX (500000). DHMYX annual gain was more profitable for investors over the last year : 5.66 vs. JVMTX (2.74). JVMTX (54.13) and DHMYX (51.71) have equivalent 5 years return.
| DHMYX | JVMTX | DHMYX / JVMTX | |
| Total Expense Ratio | 0.80 | 0.99 | 81% |
| Annual Report Gross Expense Ratio | 0.80 | 1.10 | 73% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 9.708 | 11.891 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 24.4B | 4% |
| Annual Yield % from dividends | 1.23 | 0.62 | 198% |
| Returns for 1 year | 5.66 | 2.74 | 207% |
| Returns for 3 years | 18.78 | 24.58 | 76% |
| Returns for 5 years | 51.71 | 54.13 | 96% |
| Returns for 10 years | 59.09 | 57.10 | 103% |