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DHTAX vs JVMCX
DHTAX vs JVMCX Comparison
Open Charts DHTAX vs JVMCX
Diamond Hill Select I
Price$25.93
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets578.56M
JHancock Disciplined Value Mid Cap C
Price$28.15
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets24.3B
DHTAX vs JVMCX Comparison Chart in %
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DHTAX vs. JVMCX 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 DHTAX is a Hold and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. DHTAX (579M). DHTAX pays higher dividends than JVMCX: DHTAX (0.51) vs JVMCX (0.00). DHTAX was incepted earlier than JVMCX: DHTAX (20 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than DHTAX (1.16). JVMCX is a more actively managed with annual turnover of: 49.00 vs. DHTAX (44.00). JVMCX has a lower initial minimum investment than DHTAX: JVMCX (1000) vs DHTAX (2500). DHTAX annual gain was more profitable for investors over the last year : 3.88 vs. JVMCX (1.22). DHTAX return over 5 years is better than : 74.55 vs. JVMCX (48.03).
| DHTAX | JVMCX | DHTAX / JVMCX | |
| Total Expense Ratio | 1.16 | 1.85 | 63% |
| Annual Report Gross Expense Ratio | 1.16 | 1.86 | 62% |
| Fund Existence | 20 years | 14 years | - |
| Gain YTD | 10.670 | 11.265 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 579M | 24.3B | 2% |
| Annual Yield % from dividends | 0.51 | 0.00 | - |
| Returns for 1 year | 3.88 | 1.22 | 317% |
| Returns for 3 years | 44.34 | 21.25 | 209% |
| Returns for 5 years | 74.55 | 48.03 | 155% |
| Returns for 10 years | 97.17 | 45.05 | 216% |
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