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DHPAX vs JVMTX
DHPAX vs JVMTX Comparison
Open Charts DHPAX vs JVMTX
Diamond Hill Mid Cap I
Price$18.12
Change+$0.23 (+1.29%)
VolumeN/A
Net Assets80.77M
JHancock Disciplined Value Mid Cap R4
Price$30.04
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
DHPAX vs JVMTX Comparison Chart in %
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DHPAX vs. JVMTX commentary
Sep 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 StrongBuy and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. DHPAX (80.8M). DHPAX pays higher dividends than JVMTX: DHPAX (0.78) vs JVMTX (0.62). DHPAX was incepted earlier than JVMTX: DHPAX (12 years) vs JVMTX (12 years). JVMTX (1.10) and DHPAX (1.06) have similar cost to investors . JVMTX is a more actively managed with annual turnover of: 49.00 vs. DHPAX (19.00). JVMTX has a lower initial minimum investment than DHPAX: JVMTX (0) vs DHPAX (2500). JVMTX annual gain was more profitable for investors over the last year : -1.02 vs. DHPAX (-1.10). DHPAX (61.36) and JVMTX (61.22) have equivalent 5 years return.
| DHPAX | JVMTX | DHPAX / JVMTX | |
| Total Expense Ratio | 1.06 | 0.99 | 107% |
| Annual Report Gross Expense Ratio | 1.06 | 1.10 | 96% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 8.698 | 11.631 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.8M | 24.2B | 0% |
| Annual Yield % from dividends | 0.78 | 0.62 | 125% |
| Returns for 1 year | -1.10 | -1.02 | 107% |
| Returns for 3 years | 26.96 | 34.61 | 78% |
| Returns for 5 years | 61.36 | 61.22 | 100% |
| Returns for 10 years | 81.77 | 63.56 | 129% |
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