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DCSYX vs JSLGX
DCSYX vs JSLGX Comparison
Open Charts DCSYX vs JSLGX
Davis Balanced Fund Y
Price$61.15
Change+$0.39 (+0.64%)
VolumeN/A
Net Assets256.44M
JHancock Multimanager Lifestyle Gr R4
Price$14.12
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets8.07B
DCSYX vs JSLGX Comparison Chart
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DCSYX vs. JSLGX commentary
May 10, 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 DCSYX is a Buy and JSLGX is a Hold.
FUNDAMENTALS
Fundamentals
JSLGX has more cash in the bank: 8.07B vs. DCSYX (256M). JSLGX pays higher dividends than DCSYX: JSLGX (2.16) vs DCSYX (1.84). DCSYX was incepted earlier than JSLGX: DCSYX (29 years) vs JSLGX (20 years). JSLGX (1.33) is less costly to investors than DCSYX (0.68). DCSYX is a more actively managed with annual turnover of: 20.00 vs. JSLGX (13.00). JSLGX has a lower initial minimum investment than DCSYX: JSLGX (0) vs DCSYX (5000000). JSLGX annual gain was more profitable for investors over the last year : 5.11 vs. DCSYX (4.20). DCSYX return over 5 years is better than : 83.34 vs. JSLGX (18.99).
| DCSYX | JSLGX | DCSYX / JSLGX | |
| Total Expense Ratio | 0.68 | 1.23 | 55% |
| Annual Report Gross Expense Ratio | 0.68 | 1.33 | 51% |
| Fund Existence | 29 years | 20 years | - |
| Gain YTD | 3.977 | -0.142 | -2,802% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256M | 8.07B | 3% |
| Annual Yield % from dividends | 1.84 | 2.16 | 85% |
| Returns for 1 year | 4.20 | 5.11 | 82% |
| Returns for 3 years | 33.61 | 7.05 | 477% |
| Returns for 5 years | 83.34 | 18.99 | 439% |
| Returns for 10 years | 76.60 | -4.29 | -1,785% |
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