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DALCX vs JVMRX
DALCX vs JVMRX Comparison
Open Charts DALCX vs JVMRX
JHancock Disciplined Value Mid Cap R6
Price$25.18
Change+$1.81 (+7.74%)
VolumeN/A
Net Assets18.48B
DALCX vs JVMRX Comparison Chart
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DALCX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 18.5B vs. DALCX (161M). JVMRX pays higher dividends than DALCX: JVMRX (0.94) vs DALCX (0.82). DALCX was incepted earlier than JVMRX: DALCX (28 years) vs JVMRX (14 years). DALCX (1.06) is less costly to investors than JVMRX (0.76). DALCX (48.00) and JVMRX (47.00) have comparable annual turnover. 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 : -7.20 vs. JVMRX (-20.09). DALCX return over 5 years is better than : 56.18 vs. JVMRX (39.55).
| DALCX | JVMRX | DALCX / JVMRX | |
| Total Expense Ratio | 0.85 | 0.75 | 113% |
| Annual Report Gross Expense Ratio | 1.06 | 0.76 | 139% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | -9.435 | -13.252 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 18.5B | 1% |
| Annual Yield % from dividends | 0.82 | 0.94 | 87% |
| Returns for 1 year | -7.20 | -20.09 | 36% |
| Returns for 3 years | 0.25 | -12.51 | -2% |
| Returns for 5 years | 56.18 | 39.55 | 142% |
| Returns for 10 years | 56.63 | 16.87 | 336% |