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DCSCX vs JULGX
DCSCX vs JULGX Comparison
Open Charts DCSCX vs JULGX
Davis Balanced Fund C
Price$61.90
Change+$1.24 (+2.04%)
VolumeN/A
Net Assets258.12M
JHancock Multimanager Lifestyle Gr R6
Price$14.34
Change+$0.27 (+1.92%)
VolumeN/A
Net Assets8.11B
DCSCX vs JULGX Comparison Chart
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DCSCX vs. JULGX commentary
May 13, 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: 8.11B vs. DCSCX (258M). JULGX pays higher dividends than DCSCX: JULGX (2.42) vs DCSCX (0.80). 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 : 5.29 vs. DCSCX (2.60). DCSCX return over 5 years is better than : 81.45 vs. JULGX (24.24).
| 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 | 3.711 | 0.428 | 867% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258M | 8.11B | 3% |
| Annual Yield % from dividends | 0.80 | 2.42 | 33% |
| Returns for 1 year | 2.60 | 5.29 | 49% |
| Returns for 3 years | 28.86 | 6.71 | 430% |
| Returns for 5 years | 81.45 | 24.24 | 336% |
| Returns for 10 years | 64.51 | -3.09 | -2,090% |