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DHTAX vs JVMIX
DHTAX vs JVMIX Comparison
Open Charts DHTAX vs JVMIX
Diamond Hill Select I
Price$25.14
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets588.47M
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
DHTAX vs JVMIX Comparison Chart in %
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DHTAX vs. JVMIX commentary
Feb 04, 2026
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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. DHTAX (588M). JVMIX pays higher dividends than DHTAX: JVMIX (0.72) vs DHTAX (0.60). DHTAX was incepted earlier than JVMIX: DHTAX (20 years) vs JVMIX (29 years). DHTAX (1.16) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. DHTAX (44.00). DHTAX has a lower initial minimum investment than JVMIX: DHTAX (2500) vs JVMIX (250000). DHTAX annual gain was more profitable for investors over the last year : 6.13 vs. JVMIX (4.96). DHTAX return over 5 years is better than : 32.41 vs. JVMIX (23.04).
| DHTAX | JVMIX | DHTAX / JVMIX | |
| Total Expense Ratio | 1.16 | 0.85 | 136% |
| Annual Report Gross Expense Ratio | 1.16 | 0.86 | 135% |
| Fund Existence | 20 years | 29 years | - |
| Gain YTD | 2.403 | 5.206 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 588M | 24.7B | 2% |
| Annual Yield % from dividends | 0.60 | 0.72 | 83% |
| Returns for 1 year | 6.13 | 4.96 | 124% |
| Returns for 3 years | 29.02 | 11.72 | 248% |
| Returns for 5 years | 32.41 | 23.04 | 141% |
| Returns for 10 years | 130.98 | 78.79 | 166% |
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