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DCSCX vs JULGX
DCSCX vs JULGX Comparison
Open Charts DCSCX vs JULGX
Davis Balanced Fund C
Price$57.35
Change+$0.04 (+0.07%)
VolumeN/A
Net Assets244.44M
JHancock Multimanager Lifestyle Gr R6
Price$13.32
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets7.71B
DCSCX vs JULGX Comparison Chart
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DCSCX vs. JULGX commentary
Apr 18, 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: 7.71B vs. DCSCX (244M). JULGX pays higher dividends than DCSCX: JULGX (2.41) vs DCSCX (0.94). DCSCX was incepted earlier than JULGX: DCSCX (28 years) vs JULGX (14 years). DCSCX (1.99) is less costly to investors than JULGX (0.98). DCSCX is a more actively managed with annual turnover of: 15.00 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 : 3.15 vs. DCSCX (0.99). DCSCX return over 5 years is better than : 66.16 vs. JULGX (17.27).
| DCSCX | JULGX | DCSCX / JULGX | |
| Total Expense Ratio | 1.75 | 0.98 | 179% |
| Annual Report Gross Expense Ratio | 1.99 | 0.98 | 203% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | -1.948 | -5.282 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244M | 7.71B | 3% |
| Annual Yield % from dividends | 0.94 | 2.41 | 39% |
| Returns for 1 year | 0.99 | 3.15 | 31% |
| Returns for 3 years | 13.99 | -6.91 | -202% |
| Returns for 5 years | 66.16 | 17.27 | 383% |
| Returns for 10 years | 59.20 | -7.79 | -760% |
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