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DHTAX vs JVMIX
DHTAX vs JVMIX Comparison
Open Charts DHTAX vs JVMIX
Diamond Hill Select I
Price$23.36
Change-$0.42 (-1.77%)
VolumeN/A
Net Assets550.21M
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
DHTAX vs JVMIX Comparison Chart
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DHTAX vs. JVMIX 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 JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. DHTAX (550M). JVMIX pays higher dividends than DHTAX: JVMIX (0.80) vs DHTAX (0.57). DHTAX was incepted earlier than JVMIX: DHTAX (19 years) vs JVMIX (28 years). DHTAX (1.16) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 47.00 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 : -0.64 vs. JVMIX (-2.87). DHTAX return over 5 years is better than : 78.20 vs. JVMIX (52.19).
| DHTAX | JVMIX | DHTAX / JVMIX | |
| Total Expense Ratio | 1.16 | 0.87 | 133% |
| Annual Report Gross Expense Ratio | 1.16 | 0.88 | 132% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | -0.299 | 2.486 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 550M | 21.5B | 3% |
| Annual Yield % from dividends | 0.57 | 0.80 | 71% |
| Returns for 1 year | -0.64 | -2.87 | 22% |
| Returns for 3 years | 34.18 | 16.82 | 203% |
| Returns for 5 years | 78.20 | 52.19 | 150% |
| Returns for 10 years | 69.57 | 36.89 | 189% |
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