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DALCX vs JVMRX
DALCX vs JVMRX Comparison
Open Charts DALCX vs JVMRX
JHancock Disciplined Value Mid Cap R6
Price$30.04
Change-$0.95 (-3.07%)
VolumeN/A
CapitalizationN/A
DALCX vs JVMRX Comparison Chart
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DALCX vs. JVMRX commentary
Dec 19, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. DALCX (176M). DALCX (0.96) and JVMRX (0.93) have matching dividends . DALCX was incepted earlier than JVMRX: DALCX (28 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. DALCX (22.00). DALCX has a lower initial minimum investment than JVMRX: DALCX (1000) vs JVMRX (1000000). DALCX annual gain was more profitable for investors over the last year : 13.53 vs. JVMRX (11.22). JVMRX return over 5 years is better than : 42.46 vs. DALCX (34.40).
| DALCX | JVMRX | DALCX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | 12.570 | 13.268 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 23.4B | 1% |
| Annual Yield % from dividends | 0.96 | 0.93 | 103% |
| Returns for 1 year | 13.53 | 11.22 | 121% |
| Returns for 3 years | 15.15 | 18.01 | 84% |
| Returns for 5 years | 34.40 | 42.46 | 81% |
| Returns for 10 years | 79.85 | 61.86 | 129% |