Interact to see
Advertisement
Advertisement
DALCX vs JVMCX
DALCX vs JVMCX Comparison
Open Charts DALCX vs JVMCX
JHancock Disciplined Value Mid Cap C
Price$27.01
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets23.48B
DALCX vs JVMCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DALCX vs. JVMCX commentary
Nov 20, 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 Hold and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.5B vs. DALCX (220M). DALCX pays higher dividends than JVMCX: DALCX (0.79) vs JVMCX (0.00). DALCX was incepted earlier than JVMCX: DALCX (29 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than DALCX (0.98). JVMCX is a more actively managed with annual turnover of: 49.00 vs. DALCX (34.00). DALCX (1000) and JVMCX (1000) have matching initial minimum investment requirements. DALCX annual gain was more profitable for investors over the last year : -4.23 vs. JVMCX (-7.96). DALCX return over 5 years is better than : 46.63 vs. JVMCX (26.91).
| DALCX | JVMCX | DALCX / JVMCX | |
| Total Expense Ratio | 0.85 | 1.85 | 46% |
| Annual Report Gross Expense Ratio | 0.98 | 1.86 | 53% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 5.536 | 6.877 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 23.5B | 1% |
| Annual Yield % from dividends | 0.79 | 0.00 | - |
| Returns for 1 year | -4.23 | -7.96 | 53% |
| Returns for 3 years | 18.36 | 9.36 | 196% |
| Returns for 5 years | 46.63 | 26.91 | 173% |
| Returns for 10 years | 86.73 | 32.70 | 265% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement