Interact to see
Advertisement
Advertisement
DHTAX vs JVMIX
DHTAX vs JVMIX Comparison
Open Charts DHTAX vs JVMIX
Diamond Hill Select I
Price$26.16
Change+$0.24 (+0.93%)
VolumeN/A
Net Assets580.84M
JHancock Disciplined Value Mid Cap I
Price$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
DHTAX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DHTAX vs. JVMIX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.5B vs. DHTAX (581M). JVMIX pays higher dividends than DHTAX: JVMIX (0.74) vs DHTAX (0.51). 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 : -1.80 vs. JVMIX (-5.91). DHTAX return over 5 years is better than : 47.74 vs. JVMIX (33.54).
| 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 | 10.499 | 12.022 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 581M | 24.5B | 2% |
| Annual Yield % from dividends | 0.51 | 0.74 | 70% |
| Returns for 1 year | -1.80 | -5.91 | 30% |
| Returns for 3 years | 36.72 | 14.46 | 254% |
| Returns for 5 years | 47.74 | 33.54 | 142% |
| Returns for 10 years | 101.66 | 50.20 | 203% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CLSM | 23.44 | 0.07 | +0.32% |
| ETC Cabana Target Leading Sector Mod ETF | |||
| SZNE | 34.62 | 0.10 | +0.29% |
| Pacer CFRA-Stovall Eq WghtSeasnlRottnETF | |||
| RGLO | 29.31 | 0.08 | +0.29% |
| Russell Inv Global Equity ETF | |||
| IBDT | 25.43 | 0.01 | +0.06% |
| iShares iBonds Dec 2028 Term Corp ETF | |||
| BGRN | 48.00 | 0.03 | +0.05% |
| iShares USD Green Bond ETF | |||