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DALCX vs JVMAX
DALCX vs JVMAX Comparison
Open Charts DALCX vs JVMAX
JHancock Disciplined Value Mid Cap A
Price$23.74
Change+$1.71 (+7.76%)
VolumeN/A
Net Assets18.48B
DALCX vs JVMAX Comparison Chart
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DALCX vs. JVMAX commentary
Apr 11, 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 DALCX is a Buy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 18.5B vs. DALCX (161M). DALCX pays higher dividends than JVMAX: DALCX (0.82) vs JVMAX (0.61). DALCX was incepted earlier than JVMAX: DALCX (28 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than DALCX (1.06). DALCX (48.00) and JVMAX (47.00) have comparable annual turnover. DALCX (1000) and JVMAX (1000) have matching initial minimum investment requirements. DALCX annual gain was more profitable for investors over the last year : -7.20 vs. JVMAX (-20.84). DALCX return over 5 years is better than : 56.18 vs. JVMAX (36.10).
| DALCX | JVMAX | DALCX / JVMAX | |
| Total Expense Ratio | 0.85 | 1.12 | 76% |
| Annual Report Gross Expense Ratio | 1.06 | 1.13 | 94% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | -9.435 | -13.336 | 71% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 18.5B | 1% |
| Annual Yield % from dividends | 0.82 | 0.61 | 133% |
| Returns for 1 year | -7.20 | -20.84 | 35% |
| Returns for 3 years | 0.25 | -13.99 | -2% |
| Returns for 5 years | 56.18 | 36.10 | 156% |
| Returns for 10 years | 56.63 | 11.67 | 485% |
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