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DHTAX vs JVMTX
DHTAX vs JVMTX Comparison
Open Charts DHTAX vs JVMTX
Diamond Hill Select I
Price$25.14
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets588.47M
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
DHTAX vs JVMTX Comparison Chart in %
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DHTAX vs. JVMTX commentary
Feb 04, 2026
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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. DHTAX (588M). DHTAX (0.60) and JVMTX (0.60) have matching dividends . DHTAX was incepted earlier than JVMTX: DHTAX (20 years) vs JVMTX (13 years). DHTAX (1.16) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. DHTAX (44.00). JVMTX has a lower initial minimum investment than DHTAX: JVMTX (0) vs DHTAX (2500). DHTAX annual gain was more profitable for investors over the last year : 6.13 vs. JVMTX (4.79). DHTAX return over 5 years is better than : 32.41 vs. JVMTX (22.28).
| DHTAX | JVMTX | DHTAX / JVMTX | |
| Total Expense Ratio | 1.16 | 0.99 | 117% |
| Annual Report Gross Expense Ratio | 1.16 | 1.10 | 105% |
| Fund Existence | 20 years | 13 years | - |
| Gain YTD | 2.403 | 5.177 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 588M | 24.7B | 2% |
| Annual Yield % from dividends | 0.60 | 0.60 | 100% |
| Returns for 1 year | 6.13 | 4.79 | 128% |
| Returns for 3 years | 29.02 | 11.22 | 259% |
| Returns for 5 years | 32.41 | 22.28 | 145% |
| Returns for 10 years | 130.98 | 76.80 | 171% |
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