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DHTAX vs JVMIX
DHTAX vs JVMIX Comparison
Open Charts DHTAX vs JVMIX
Diamond Hill Select I
Price$25.93
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets578.56M
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
DHTAX vs JVMIX Comparison Chart in %
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DHTAX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. DHTAX (579M). JVMIX pays higher dividends than DHTAX: JVMIX (0.74) vs DHTAX (0.51). DHTAX was incepted earlier than JVMIX: DHTAX (20 years) vs JVMIX (28 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 : 3.88 vs. JVMIX (2.91). DHTAX return over 5 years is better than : 74.55 vs. JVMIX (54.86).
| 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 | 28 years | - |
| Gain YTD | 10.670 | 11.985 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 579M | 24.3B | 2% |
| Annual Yield % from dividends | 0.51 | 0.74 | 68% |
| Returns for 1 year | 3.88 | 2.91 | 134% |
| Returns for 3 years | 44.34 | 24.95 | 178% |
| Returns for 5 years | 74.55 | 54.86 | 136% |
| Returns for 10 years | 97.17 | 58.60 | 166% |
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