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DALCX vs JVMTX
DALCX vs JVMTX Comparison
Open Charts DALCX vs JVMTX
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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DALCX vs JVMTX Comparison Chart
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DALCX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. DALCX (163M). DALCX pays higher dividends than JVMTX: DALCX (0.96) vs JVMTX (0.73). DALCX was incepted earlier than JVMTX: DALCX (27 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. DALCX (22.00). JVMTX has a lower initial minimum investment than DALCX: JVMTX (0) vs DALCX (1000). DALCX (19.39) and JVMTX (19.27) have marching annual gain over last year. JVMTX return over 5 years is better than : 43.64 vs. DALCX (34.41).
| DALCX | JVMTX | DALCX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 11 years | - |
| Gain YTD | 15.166 | 11.010 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163M | 23.4B | 1% |
| Annual Yield % from dividends | 0.96 | 0.73 | 132% |
| Returns for 1 year | 19.39 | 19.27 | 101% |
| Returns for 3 years | 20.51 | 13.38 | 153% |
| Returns for 5 years | 34.41 | 43.64 | 79% |
| Returns for 10 years | 94.44 | 63.34 | 149% |
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