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DALCX vs JVMRX
DALCX vs JVMRX Comparison
Open Charts DALCX vs JVMRX
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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DALCX vs JVMRX Comparison Chart
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DALCX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. DALCX (163M). DALCX (0.96) and JVMRX (0.93) have matching dividends . DALCX was incepted earlier than JVMRX: DALCX (27 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). JVMRX (19.58) and DALCX (19.39) have marching annual gain over last year. JVMRX return over 5 years is better than : 44.82 vs. DALCX (34.41).
| DALCX | JVMRX | DALCX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | 15.166 | 11.221 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163M | 23.4B | 1% |
| Annual Yield % from dividends | 0.96 | 0.93 | 103% |
| Returns for 1 year | 19.39 | 19.58 | 99% |
| Returns for 3 years | 20.51 | 13.96 | 147% |
| Returns for 5 years | 34.41 | 44.82 | 77% |
| Returns for 10 years | 94.44 | 65.88 | 143% |
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