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DHPAX vs JVMSX
DHPAX vs JVMSX Comparison
Open Charts DHPAX vs JVMSX
Diamond Hill Mid Cap I
Price$18.56
Change+$0.26 (+1.42%)
VolumeN/A
Net Assets80.28M
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.32B
DHPAX vs JVMSX Comparison Chart in %
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DHPAX vs. JVMSX commentary
Sep 08, 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 StrongBuy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. DHPAX (80.3M). DHPAX pays higher dividends than JVMSX: DHPAX (0.78) vs JVMSX (0.40). DHPAX was incepted earlier than JVMSX: DHPAX (12 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than DHPAX (1.06). JVMSX is a more actively managed with annual turnover of: 49.00 vs. DHPAX (19.00). JVMSX has a lower initial minimum investment than DHPAX: JVMSX (0) vs DHPAX (2500). DHPAX annual gain was more profitable for investors over the last year : 4.58 vs. JVMSX (2.39). DHPAX return over 5 years is better than : 56.18 vs. JVMSX (52.66).
| DHPAX | JVMSX | DHPAX / JVMSX | |
| Total Expense Ratio | 1.06 | 1.24 | 85% |
| Annual Report Gross Expense Ratio | 1.06 | 1.25 | 85% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 11.518 | 11.637 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3M | 24.3B | 0% |
| Annual Yield % from dividends | 0.78 | 0.40 | 194% |
| Returns for 1 year | 4.58 | 2.39 | 191% |
| Returns for 3 years | 19.93 | 23.81 | 84% |
| Returns for 5 years | 56.18 | 52.66 | 107% |
| Returns for 10 years | 76.29 | 54.48 | 140% |
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