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DCSCX vs JULGX
DCSCX vs JULGX Comparison
Open Charts DCSCX vs JULGX
Davis Balanced Fund C
Price$63.24
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets269.63M
JHancock Multimanager Lifestyle Gr R6
Price$15.05
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets8.43B
DCSCX vs JULGX Comparison Chart in %
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DCSCX vs. JULGX commentary
Jul 17, 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: 8.43B vs. DCSCX (270M). JULGX pays higher dividends than DCSCX: JULGX (2.23) vs DCSCX (0.79). 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 : 6.71 vs. DCSCX (3.06). DCSCX return over 5 years is better than : 68.46 vs. JULGX (15.70).
| 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 | 8.321 | 7.138 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 8.43B | 3% |
| Annual Yield % from dividends | 0.79 | 2.23 | 36% |
| Returns for 1 year | 3.06 | 6.71 | 46% |
| Returns for 3 years | 41.96 | 18.97 | 221% |
| Returns for 5 years | 68.46 | 15.70 | 436% |
| Returns for 10 years | 83.40 | 4.17 | 1,998% |
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