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DHTYX vs JVMIX
DHTYX vs JVMIX Comparison
Open Charts DHTYX vs JVMIX
Diamond Hill Select Y
Price$23.92
Change-$0.43 (-1.77%)
VolumeN/A
Net Assets550.21M
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.73B
DHTYX vs JVMIX Comparison Chart
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DHTYX vs. JVMIX commentary
Jun 15, 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 DHTYX is a Buy and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.7B vs. DHTYX (550M). DHTYX pays higher dividends than JVMIX: DHTYX (0.91) vs JVMIX (0.80). DHTYX was incepted earlier than JVMIX: DHTYX (13 years) vs JVMIX (28 years). JVMIX (0.88) is less costly to investors than DHTYX (0.75). JVMIX is a more actively managed with annual turnover of: 47.00 vs. DHTYX (44.00). JVMIX has a lower initial minimum investment than DHTYX: JVMIX (250000) vs DHTYX (500000). DHTYX annual gain was more profitable for investors over the last year : -0.10 vs. JVMIX (-2.87). DHTYX return over 5 years is better than : 82.74 vs. JVMIX (52.19).
| DHTYX | JVMIX | DHTYX / JVMIX | |
| Total Expense Ratio | 0.75 | 0.87 | 86% |
| Annual Report Gross Expense Ratio | 0.75 | 0.88 | 85% |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | -0.125 | 2.486 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 550M | 21.7B | 3% |
| Annual Yield % from dividends | 0.91 | 0.80 | 113% |
| Returns for 1 year | -0.10 | -2.87 | 3% |
| Returns for 3 years | 36.18 | 16.82 | 215% |
| Returns for 5 years | 82.74 | 52.19 | 159% |
| Returns for 10 years | 77.74 | 36.89 | 211% |
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