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DHPYX vs JVMSX
DHPYX vs JVMSX Comparison
Open Charts DHPYX vs JVMSX
Diamond Hill Mid Cap Y
Price$18.08
Change-$0.11 (-0.60%)
VolumeN/A
Net Assets80.28M
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
DHPYX vs JVMSX Comparison Chart in %
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DHPYX vs. JVMSX commentary
Aug 19, 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 Hold and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. DHPYX (80.3M). DHPYX pays higher dividends than JVMSX: DHPYX (1.18) vs JVMSX (0.41). DHPYX was incepted earlier than JVMSX: DHPYX (12 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than DHPYX (0.65). JVMSX is a more actively managed with annual turnover of: 49.00 vs. DHPYX (19.00). JVMSX has a lower initial minimum investment than DHPYX: JVMSX (0) vs DHPYX (500000). DHPYX annual gain was more profitable for investors over the last year : 2.26 vs. JVMSX (0.34). DHPYX return over 5 years is better than : 53.69 vs. JVMSX (48.09).
| DHPYX | JVMSX | DHPYX / JVMSX | |
| Total Expense Ratio | 0.65 | 1.25 | 52% |
| Annual Report Gross Expense Ratio | 0.65 | 1.26 | 52% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 8.328 | 8.728 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3M | 23.6B | 0% |
| Annual Yield % from dividends | 1.18 | 0.41 | 287% |
| Returns for 1 year | 2.26 | 0.34 | 663% |
| Returns for 3 years | 7.26 | 10.96 | 66% |
| Returns for 5 years | 53.69 | 48.09 | 112% |
| Returns for 10 years | 71.17 | 41.60 | 171% |
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