DHPIX
Price
$17.80
Change
+$0.05 (+0.28%)
Updated
Jul 3 closing price
Net Assets
80M
JVMTX
Price
$29.16
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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DHPIX vs JVMTX

Header iconDHPIX vs JVMTX Comparison
Open Charts DHPIX vs JVMTXBanner chart's image
Diamond Hill Mid Cap I
Price$17.80
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets80M
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
DHPIX vs JVMTX Comparison Chart in %
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DHPIX vs. JVMTX commentary
Jul 07, 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 DHPIX is a Buy and JVMTX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. DHPIX (80M). DHPIX pays higher dividends than JVMTX: DHPIX (1.09) vs JVMTX (0.65). DHPIX was incepted earlier than JVMTX: DHPIX (12 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than DHPIX (0.77). JVMTX is a more actively managed with annual turnover of: 47.00 vs. DHPIX (19.00). JVMTX has a lower initial minimum investment than DHPIX: JVMTX (0) vs DHPIX (2500). DHPIX annual gain was more profitable for investors over the last year : 5.80 vs. JVMTX (3.31). DHPIX return over 5 years is better than : 69.05 vs. JVMTX (61.96).
DHPIXJVMTXDHPIX / JVMTX
Total Expense Ratio0.771.0077%
Annual Report Gross Expense Ratio0.771.1169%
Fund Existence12 years12 years-
Gain YTD7.0358.36184%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets80M22.6B0%
Annual Yield % from dividends1.090.65168%
Returns for 1 year5.803.31175%
Returns for 3 years18.0623.4777%
Returns for 5 years69.0561.96111%
Returns for 10 years71.7546.97153%
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