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DCSCX vs JULGX
DCSCX vs JULGX Comparison
Open Charts DCSCX vs JULGX
Davis Balanced Fund C
Price$61.25
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets261.26M
JHancock Multimanager Lifestyle Gr R6
Price$14.48
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets8.29B
DCSCX vs JULGX Comparison Chart
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DCSCX vs. JULGX commentary
Jun 03, 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 Buy and JULGX is a Hold.
FUNDAMENTALS
Fundamentals
JULGX has more cash in the bank: 8.29B vs. DCSCX (261M). JULGX pays higher dividends than DCSCX: JULGX (2.31) vs DCSCX (0.78). DCSCX was incepted earlier than JULGX: DCSCX (28 years) vs JULGX (14 years). DCSCX (1.97) is less costly to investors than JULGX (0.97). DCSCX is a more actively managed with annual turnover of: 20.00 vs. JULGX (13.00). 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 : 8.44 vs. DCSCX (4.14). DCSCX return over 5 years is better than : 69.87 vs. JULGX (19.36).
| DCSCX | JULGX | DCSCX / JULGX | |
| Total Expense Ratio | 1.75 | 0.97 | 180% |
| Annual Report Gross Expense Ratio | 1.97 | 0.97 | 203% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 4.720 | 3.355 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 8.29B | 3% |
| Annual Yield % from dividends | 0.78 | 2.31 | 34% |
| Returns for 1 year | 4.14 | 8.44 | 49% |
| Returns for 3 years | 25.32 | 6.38 | 397% |
| Returns for 5 years | 69.87 | 19.36 | 361% |
| Returns for 10 years | 67.87 | 0.38 | 17,938% |
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