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DHPYX vs JVMAX
DHPYX vs JVMAX Comparison
Open Charts DHPYX vs JVMAX
Diamond Hill Mid Cap Y
Price$18.67
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets80.28M
JHancock Disciplined Value Mid Cap A
Price$28.42
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets24.32B
DHPYX vs JVMAX Comparison Chart in %
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DHPYX vs. JVMAX 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 DHPYX is a StrongBuy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. DHPYX (80.3M). DHPYX pays higher dividends than JVMAX: DHPYX (1.14) vs JVMAX (0.55). DHPYX was incepted earlier than JVMAX: DHPYX (12 years) vs JVMAX (28 years). JVMAX (1.11) is less costly to investors than DHPYX (0.65). JVMAX is a more actively managed with annual turnover of: 49.00 vs. DHPYX (19.00). JVMAX has a lower initial minimum investment than DHPYX: JVMAX (1000) vs DHPYX (500000). DHPYX annual gain was more profitable for investors over the last year : 5.01 vs. JVMAX (2.01). DHPYX return over 5 years is better than : 59.61 vs. JVMAX (51.61).
| DHPYX | JVMAX | DHPYX / JVMAX | |
| Total Expense Ratio | 0.65 | 1.10 | 59% |
| Annual Report Gross Expense Ratio | 0.65 | 1.11 | 59% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 11.863 | 11.802 | 101% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3M | 24.3B | 0% |
| Annual Yield % from dividends | 1.14 | 0.55 | 207% |
| Returns for 1 year | 5.01 | 2.01 | 249% |
| Returns for 3 years | 21.60 | 23.09 | 94% |
| Returns for 5 years | 59.61 | 51.61 | 116% |
| Returns for 10 years | 83.96 | 52.52 | 160% |
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