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DHPAX vs JVMIX
DHPAX vs JVMIX Comparison
Open Charts DHPAX vs JVMIX
Diamond Hill Mid Cap I
Price$17.94
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets79.43M
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
DHPAX vs JVMIX Comparison Chart in %
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DHPAX vs. JVMIX 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 DHPAX is a Buy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. DHPAX (79.4M). DHPAX pays higher dividends than JVMIX: DHPAX (0.79) vs JVMIX (0.74). DHPAX was incepted earlier than JVMIX: DHPAX (12 years) vs JVMIX (28 years). DHPAX (1.06) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. DHPAX (19.00). DHPAX has a lower initial minimum investment than JVMIX: DHPAX (2500) vs JVMIX (250000). DHPAX annual gain was more profitable for investors over the last year : -3.54 vs. JVMIX (-4.87). JVMIX (47.49) and DHPAX (47.34) have equivalent 5 years return.
| DHPAX | JVMIX | DHPAX / JVMIX | |
| Total Expense Ratio | 1.06 | 0.85 | 125% |
| Annual Report Gross Expense Ratio | 1.06 | 0.86 | 123% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 7.618 | 9.759 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.4M | 23.9B | 0% |
| Annual Yield % from dividends | 0.79 | 0.74 | 107% |
| Returns for 1 year | -3.54 | -4.87 | 73% |
| Returns for 3 years | 18.29 | 25.37 | 72% |
| Returns for 5 years | 47.34 | 47.49 | 100% |
| Returns for 10 years | 68.90 | 51.49 | 134% |
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