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DALCX vs JVMAX
DALCX vs JVMAX Comparison
Open Charts DALCX vs JVMAX
JHancock Disciplined Value Mid Cap A
Price$28.82
Change-$0.19 (-0.65%)
VolumeN/A
CapitalizationN/A
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DALCX vs JVMAX Comparison Chart
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DALCX vs. JVMAX commentary
Sep 21, 2024
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 StrongBuy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. DALCX (163M). DALCX pays higher dividends than JVMAX: DALCX (0.96) vs JVMAX (0.67). DALCX was incepted earlier than JVMAX: DALCX (27 years) vs JVMAX (27 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. DALCX (22.00). DALCX (1000) and JVMAX (1000) have matching initial minimum investment requirements. DALCX (19.39) and JVMAX (18.94) have marching annual gain over last year. JVMAX return over 5 years is better than : 42.03 vs. DALCX (34.41).
| DALCX | JVMAX | DALCX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | 15.166 | 10.889 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163M | 23.4B | 1% |
| Annual Yield % from dividends | 0.96 | 0.67 | 144% |
| Returns for 1 year | 19.39 | 18.94 | 102% |
| Returns for 3 years | 20.51 | 12.35 | 166% |
| Returns for 5 years | 34.41 | 42.03 | 82% |
| Returns for 10 years | 94.44 | 59.30 | 159% |
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