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DHTAX vs JVMCX
DHTAX vs JVMCX Comparison
Open Charts DHTAX vs JVMCX
Diamond Hill Select I
Price$23.36
Change-$0.42 (-1.77%)
VolumeN/A
Net Assets550.21M
JHancock Disciplined Value Mid Cap C
Price$25.82
Change-$0.30 (-1.15%)
VolumeN/A
Net Assets21.46B
DHTAX vs JVMCX Comparison Chart
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DHTAX vs. JVMCX commentary
Jun 16, 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 Buy and JVMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.5B vs. DHTAX (550M). DHTAX pays higher dividends than JVMCX: DHTAX (0.57) vs JVMCX (0.00). DHTAX was incepted earlier than JVMCX: DHTAX (19 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than DHTAX (1.16). JVMCX is a more actively managed with annual turnover of: 47.00 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 : -0.64 vs. JVMCX (-4.05). DHTAX return over 5 years is better than : 78.20 vs. JVMCX (45.41).
| DHTAX | JVMCX | DHTAX / JVMCX | |
| Total Expense Ratio | 1.16 | 1.87 | 62% |
| Annual Report Gross Expense Ratio | 1.16 | 1.88 | 62% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | -0.299 | 2.055 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 550M | 21.5B | 3% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | -0.64 | -4.05 | 16% |
| Returns for 3 years | 34.18 | 13.31 | 257% |
| Returns for 5 years | 78.20 | 45.41 | 172% |
| Returns for 10 years | 69.57 | 25.18 | 276% |
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