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DHPAX vs JVMCX
DHPAX vs JVMCX Comparison
Open Charts DHPAX vs JVMCX
Diamond Hill Mid Cap I
Price$17.00
Change-$0.19 (-1.11%)
VolumeN/A
Net Assets125.18M
JHancock Disciplined Value Mid Cap C
Price$25.82
Change-$0.30 (-1.15%)
VolumeN/A
Net Assets21.46B
DHPAX vs JVMCX Comparison Chart
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DHPAX vs. JVMCX commentary
Jun 16, 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 DHPAX is a Hold and JVMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.5B vs. DHPAX (125M). DHPAX pays higher dividends than JVMCX: DHPAX (0.85) vs JVMCX (0.00). DHPAX was incepted earlier than JVMCX: DHPAX (11 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than DHPAX (1.06). JVMCX is a more actively managed with annual turnover of: 47.00 vs. DHPAX (19.00). JVMCX has a lower initial minimum investment than DHPAX: JVMCX (1000) vs DHPAX (2500). DHPAX annual gain was more profitable for investors over the last year : 0.27 vs. JVMCX (-4.05). DHPAX return over 5 years is better than : 55.86 vs. JVMCX (45.41).
| DHPAX | JVMCX | DHPAX / JVMCX | |
| Total Expense Ratio | 1.06 | 1.87 | 57% |
| Annual Report Gross Expense Ratio | 1.06 | 1.88 | 56% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 1.980 | 2.055 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 21.5B | 1% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 0.27 | -4.05 | -7% |
| Returns for 3 years | 10.80 | 13.31 | 81% |
| Returns for 5 years | 55.86 | 45.41 | 123% |
| Returns for 10 years | 55.96 | 25.18 | 222% |
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