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DHPAX vs JVMSX
DHPAX vs JVMSX Comparison
Open Charts DHPAX vs JVMSX
Diamond Hill Mid Cap I
Price$16.38
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets79.43M
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
DHPAX vs JVMSX Comparison Chart in %
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DHPAX vs. JVMSX commentary
Dec 28, 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. DHPAX (79.4M). DHPAX pays higher dividends than JVMSX: DHPAX (0.77) 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). JVMSX annual gain was more profitable for investors over the last year : 2.29 vs. DHPAX (-2.87). JVMSX return over 5 years is better than : 22.25 vs. DHPAX (18.07).
| 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 | -1.740 | 3.506 | -50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.4M | 23.9B | 0% |
| Annual Yield % from dividends | 0.77 | 0.40 | 195% |
| Returns for 1 year | -2.87 | 2.29 | -126% |
| Returns for 3 years | 7.93 | 15.22 | 52% |
| Returns for 5 years | 18.07 | 22.25 | 81% |
| Returns for 10 years | 56.33 | 46.26 | 122% |
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