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DHTAX vs JVMRX
DHTAX vs JVMRX Comparison
Open Charts DHTAX vs JVMRX
Diamond Hill Select I
Price$24.83
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets579.16M
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
DHTAX vs JVMRX Comparison Chart in %
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DHTAX vs. JVMRX commentary
Oct 19, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.7B vs. DHTAX (579M). JVMRX pays higher dividends than DHTAX: JVMRX (0.84) vs DHTAX (0.52). DHTAX was incepted earlier than JVMRX: DHTAX (20 years) vs JVMRX (14 years). DHTAX (1.16) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. DHTAX (44.00). DHTAX has a lower initial minimum investment than JVMRX: DHTAX (2500) vs JVMRX (1000000). DHTAX annual gain was more profitable for investors over the last year : -3.87 vs. JVMRX (-4.79). DHTAX return over 5 years is better than : 60.31 vs. JVMRX (47.93).
| DHTAX | JVMRX | DHTAX / JVMRX | |
| Total Expense Ratio | 1.16 | 0.74 | 157% |
| Annual Report Gross Expense Ratio | 1.16 | 0.75 | 155% |
| Fund Existence | 20 years | 14 years | - |
| Gain YTD | 5.805 | 9.837 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 579M | 23.7B | 2% |
| Annual Yield % from dividends | 0.52 | 0.84 | 62% |
| Returns for 1 year | -3.87 | -4.79 | 81% |
| Returns for 3 years | 40.56 | 25.62 | 158% |
| Returns for 5 years | 60.31 | 47.93 | 126% |
| Returns for 10 years | 95.47 | 52.40 | 182% |
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