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DHPAX vs JVMSX
DHPAX vs JVMSX Comparison
Open Charts DHPAX vs JVMSX
Diamond Hill Mid Cap I
Price$18.28
Change-$0.19 (-1.03%)
VolumeN/A
Net Assets78.44M
JHancock Disciplined Value Mid Cap R2
Price$29.34
Change-$0.39 (-1.31%)
VolumeN/A
Net Assets24.25B
DHPAX vs JVMSX Comparison Chart in %
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DHPAX vs. JVMSX commentary
Nov 14, 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. DHPAX (78.4M). DHPAX pays higher dividends than JVMSX: DHPAX (0.79) vs JVMSX (0.41). 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 : -1.22 vs. JVMSX (-5.86). DHPAX return over 5 years is better than : 40.23 vs. JVMSX (36.31).
| 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 | 10.798 | 10.891 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.4M | 24.2B | 0% |
| Annual Yield % from dividends | 0.79 | 0.41 | 195% |
| Returns for 1 year | -1.22 | -5.86 | 21% |
| Returns for 3 years | 13.68 | 14.37 | 95% |
| Returns for 5 years | 40.23 | 36.31 | 111% |
| Returns for 10 years | 78.40 | 50.42 | 156% |
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