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DHPAX vs JVMRX
DHPAX vs JVMRX Comparison
Open Charts DHPAX vs JVMRX
Diamond Hill Mid Cap I
Price$17.94
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets79.43M
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
DHPAX vs JVMRX Comparison Chart in %
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DHPAX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.7B vs. DHPAX (79.4M). JVMRX pays higher dividends than DHPAX: JVMRX (0.84) vs DHPAX (0.79). DHPAX was incepted earlier than JVMRX: DHPAX (12 years) vs JVMRX (14 years). DHPAX (1.06) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. DHPAX (19.00). DHPAX has a lower initial minimum investment than JVMRX: DHPAX (2500) vs JVMRX (1000000). DHPAX annual gain was more profitable for investors over the last year : -3.54 vs. JVMRX (-4.79). JVMRX (47.93) and DHPAX (47.34) have equivalent 5 years return.
| DHPAX | JVMRX | DHPAX / JVMRX | |
| Total Expense Ratio | 1.06 | 0.74 | 143% |
| Annual Report Gross Expense Ratio | 1.06 | 0.75 | 141% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 7.618 | 9.837 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.4M | 23.7B | 0% |
| Annual Yield % from dividends | 0.79 | 0.84 | 94% |
| Returns for 1 year | -3.54 | -4.79 | 74% |
| Returns for 3 years | 18.29 | 25.62 | 71% |
| Returns for 5 years | 47.34 | 47.93 | 99% |
| Returns for 10 years | 68.90 | 52.40 | 131% |
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