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DHTAX vs JVMSX
DHTAX vs JVMSX Comparison
Open Charts DHTAX vs JVMSX
Diamond Hill Select I
Price$25.28
Change-$0.18 (-0.71%)
VolumeN/A
Net Assets578.56M
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
DHTAX vs JVMSX Comparison Chart in %
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DHTAX vs. JVMSX commentary
Aug 18, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. DHTAX (579M). DHTAX pays higher dividends than JVMSX: DHTAX (0.53) vs JVMSX (0.41). DHTAX was incepted earlier than JVMSX: DHTAX (20 years) vs JVMSX (13 years). JVMSX (1.26) 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 : 3.04 vs. JVMSX (0.34). DHTAX return over 5 years is better than : 67.63 vs. JVMSX (48.09).
| DHTAX | JVMSX | DHTAX / JVMSX | |
| Total Expense Ratio | 1.16 | 1.25 | 93% |
| Annual Report Gross Expense Ratio | 1.16 | 1.26 | 92% |
| Fund Existence | 20 years | 13 years | - |
| Gain YTD | 7.896 | 8.728 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 579M | 23.6B | 2% |
| Annual Yield % from dividends | 0.53 | 0.41 | 129% |
| Returns for 1 year | 3.04 | 0.34 | 892% |
| Returns for 3 years | 23.89 | 10.96 | 218% |
| Returns for 5 years | 67.63 | 48.09 | 141% |
| Returns for 10 years | 81.71 | 41.60 | 196% |
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