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DALCX vs JVMRX
DALCX vs JVMRX Comparison
Open Charts DALCX vs JVMRX
JHancock Disciplined Value Mid Cap R6
Price$27.96
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
DALCX vs JVMRX Comparison Chart
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DALCX vs. JVMRX commentary
Jan 19, 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 StrongBuy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. DALCX (179M). 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 : 14.29 vs. JVMRX (5.82). DALCX return over 5 years is better than : 31.61 vs. JVMRX (26.86).
| 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 | 2.378 | 3.786 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 179M | 23.1B | 1% |
| Annual Yield % from dividends | 0.96 | 0.93 | 103% |
| Returns for 1 year | 14.29 | 5.82 | 246% |
| Returns for 3 years | 12.43 | 1.65 | 755% |
| Returns for 5 years | 31.61 | 26.86 | 118% |
| Returns for 10 years | 81.38 | 49.19 | 165% |
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