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DHTAX vs JVMSX
DHTAX vs JVMSX Comparison
Open Charts DHTAX vs JVMSX
Diamond Hill Select I
Price$25.93
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets578.56M
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.3B
DHTAX vs JVMSX Comparison Chart in %
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DHTAX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. DHTAX (579M). DHTAX pays higher dividends than JVMSX: DHTAX (0.51) vs JVMSX (0.40). DHTAX was incepted earlier than JVMSX: DHTAX (20 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than DHTAX (1.16). JVMSX is a more actively managed with annual turnover of: 49.00 vs. DHTAX (44.00). JVMSX has a lower initial minimum investment than DHTAX: JVMSX (0) vs DHTAX (2500). DHTAX annual gain was more profitable for investors over the last year : 3.88 vs. JVMSX (2.39). DHTAX return over 5 years is better than : 74.55 vs. JVMSX (52.66).
| DHTAX | JVMSX | DHTAX / JVMSX | |
| Total Expense Ratio | 1.16 | 1.24 | 94% |
| Annual Report Gross Expense Ratio | 1.16 | 1.25 | 93% |
| Fund Existence | 20 years | 14 years | - |
| Gain YTD | 10.670 | 11.637 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 579M | 24.3B | 2% |
| Annual Yield % from dividends | 0.51 | 0.40 | 127% |
| Returns for 1 year | 3.88 | 2.39 | 162% |
| Returns for 3 years | 44.34 | 23.81 | 186% |
| Returns for 5 years | 74.55 | 52.66 | 142% |
| Returns for 10 years | 97.17 | 54.48 | 178% |
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