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DCSCX vs JULGX
DCSCX vs JULGX Comparison
Open Charts DCSCX vs JULGX
Davis Balanced Fund C
Price$61.83
Change-$0.65 (-1.04%)
VolumeN/A
Net Assets265.67M
JHancock Multimanager Lifestyle Gr R6
Price$14.42
Change-$0.18 (-1.23%)
VolumeN/A
Net Assets8.56B
DCSCX vs JULGX Comparison Chart
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DCSCX vs. JULGX commentary
Feb 23, 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 Hold and JULGX is a Hold.
FUNDAMENTALS
Fundamentals
JULGX has more cash in the bank: 8.56B vs. DCSCX (266M). JULGX pays higher dividends than DCSCX: JULGX (1.97) vs DCSCX (0.57). DCSCX was incepted earlier than JULGX: DCSCX (28 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 : 11.33 vs. DCSCX (8.10). DCSCX return over 5 years is better than : 45.98 vs. JULGX (9.78).
| DCSCX | JULGX | DCSCX / JULGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | 5.512 | 2.926 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266M | 8.56B | 3% |
| Annual Yield % from dividends | 0.57 | 1.97 | 29% |
| Returns for 1 year | 8.10 | 11.33 | 72% |
| Returns for 3 years | 17.76 | -0.17 | -10,347% |
| Returns for 5 years | 45.98 | 9.78 | 470% |
| Returns for 10 years | 73.46 | 1.44 | 5,088% |
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