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DALCX vs JVMRX
DALCX vs JVMRX Comparison
Open Charts DALCX vs JVMRX
JHancock Disciplined Value Mid Cap R6
Price$27.62
Change-$0.33 (-1.18%)
VolumeN/A
Net Assets21.46B
DALCX vs JVMRX Comparison Chart
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DALCX vs. JVMRX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.5B vs. DALCX (189M). JVMRX pays higher dividends than DALCX: JVMRX (0.91) vs DALCX (0.81). 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 : 7.63 vs. JVMRX (-2.76). DALCX return over 5 years is better than : 69.36 vs. JVMRX (52.66).
| 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 | 3.197 | 2.524 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189M | 21.5B | 1% |
| Annual Yield % from dividends | 0.81 | 0.91 | 89% |
| Returns for 1 year | 7.63 | -2.76 | -276% |
| Returns for 3 years | 26.32 | 17.06 | 154% |
| Returns for 5 years | 69.36 | 52.66 | 132% |
| Returns for 10 years | 78.59 | 37.73 | 208% |
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