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DCSCX vs JULGX
DCSCX vs JULGX Comparison
Open Charts DCSCX vs JULGX
Davis Balanced Fund C
Price$60.79
Change+$0.54 (+0.90%)
VolumeN/A
Net Assets261.68M
JHancock Multimanager Lifestyle Gr R6
Price$14.26
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets8.59B
DCSCX vs JULGX Comparison Chart
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DCSCX vs. JULGX 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 DCSCX is a StrongBuy and JULGX is a Hold.
FUNDAMENTALS
Fundamentals
JULGX has more cash in the bank: 8.59B vs. DCSCX (262M). JULGX pays higher dividends than DCSCX: JULGX (1.97) vs DCSCX (0.57). DCSCX was incepted earlier than JULGX: DCSCX (27 years) vs JULGX (13 years). DCSCX has a lower initial minimum investment than JULGX: DCSCX (1000) vs JULGX (1000000). JULGX annual gain was more profitable for investors over the last year : 15.40 vs. DCSCX (13.70). DCSCX return over 5 years is better than : 43.89 vs. JULGX (7.67).
| DCSCX | JULGX | DCSCX / JULGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | 3.737 | 1.784 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262M | 8.59B | 3% |
| Annual Yield % from dividends | 0.57 | 1.97 | 29% |
| Returns for 1 year | 13.70 | 15.40 | 89% |
| Returns for 3 years | 10.37 | -5.32 | -195% |
| Returns for 5 years | 43.89 | 7.67 | 573% |
| Returns for 10 years | 83.27 | 5.31 | 1,568% |
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