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DCSYX vs JSLGX
DCSYX vs JSLGX Comparison
Open Charts DCSYX vs JSLGX
Davis Balanced Fund Y
Price$58.52
Change-$0.08 (-0.14%)
VolumeN/A
Net Assets247.4M
JHancock Multimanager Lifestyle Gr R4
Price$13.34
Change-$0.13 (-0.97%)
VolumeN/A
Net Assets7.79B
DCSYX vs JSLGX Comparison Chart
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DCSYX vs. JSLGX commentary
Apr 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 DCSYX is a Buy and JSLGX is a Hold.
FUNDAMENTALS
Fundamentals
JSLGX has more cash in the bank: 7.79B vs. DCSYX (247M). DCSYX (2.21) and JSLGX (2.15) have matching dividends . DCSYX was incepted earlier than JSLGX: DCSYX (28 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: 15.00 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 : 2.88 vs. DCSYX (2.62). DCSYX return over 5 years is better than : 82.02 vs. JSLGX (19.78).
| DCSYX | JSLGX | DCSYX / JSLGX | |
| Total Expense Ratio | 0.68 | 1.23 | 55% |
| Annual Report Gross Expense Ratio | 0.68 | 1.33 | 51% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | -0.495 | -4.613 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 7.79B | 3% |
| Annual Yield % from dividends | 2.21 | 2.15 | 103% |
| Returns for 1 year | 2.62 | 2.88 | 91% |
| Returns for 3 years | 19.81 | -6.93 | -286% |
| Returns for 5 years | 82.02 | 19.78 | 415% |
| Returns for 10 years | 74.11 | -8.04 | -922% |
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