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DALCX vs JVMIX
DALCX vs JVMIX Comparison
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DALCX vs JVMIX Comparison Chart in %
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DALCX vs. JVMIX commentary
Sep 12, 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 DALCX is a Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. DALCX (268M). DALCX pays higher dividends than JVMIX: DALCX (0.85) vs JVMIX (0.65). DALCX was incepted earlier than JVMIX: DALCX (29 years) vs JVMIX (29 years). DALCX (0.96) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 48.00 vs. DALCX (31.00). DALCX has a lower initial minimum investment than JVMIX: DALCX (1000) vs JVMIX (250000). DALCX annual gain was more profitable for investors over the last year : 8.16 vs. JVMIX (2.36). DALCX return over 5 years is better than : 32.87 vs. JVMIX (16.01).
| DALCX | JVMIX | DALCX / JVMIX | |
| Total Expense Ratio | 0.85 | 0.85 | 100% |
| Annual Report Gross Expense Ratio | 0.96 | 0.86 | 112% |
| Fund Existence | 29 years | 29 years | - |
| Gain YTD | 13.870 | 13.178 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268M | 23.2B | 1% |
| Annual Yield % from dividends | 0.85 | 0.65 | 130% |
| Returns for 1 year | 8.16 | 2.36 | 346% |
| Returns for 3 years | 32.29 | 21.56 | 150% |
| Returns for 5 years | 32.87 | 16.01 | 205% |
| Returns for 10 years | 92.66 | 60.41 | 153% |
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