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DCSYX vs JTLGX
DCSYX vs JTLGX Comparison
Open Charts DCSYX vs JTLGX
Davis Balanced Fund Y
Price$62.10
Change-$0.11 (-0.18%)
VolumeN/A
Net Assets262.74M
JHancock Multimanager Lifestyle Gr R5
Price$14.76
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets8.32B
DCSYX vs JTLGX Comparison Chart
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DCSYX vs. JTLGX commentary
Jun 05, 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 JTLGX is a Hold.
FUNDAMENTALS
Fundamentals
JTLGX has more cash in the bank: 8.32B vs. DCSYX (263M). JTLGX pays higher dividends than DCSYX: JTLGX (2.24) vs DCSYX (1.80). DCSYX was incepted earlier than JTLGX: DCSYX (29 years) vs JTLGX (20 years). JTLGX (1.02) is less costly to investors than DCSYX (0.67). DCSYX is a more actively managed with annual turnover of: 20.00 vs. JTLGX (13.00). JTLGX has a lower initial minimum investment than DCSYX: JTLGX (0) vs DCSYX (5000000). JTLGX annual gain was more profitable for investors over the last year : 8.73 vs. DCSYX (5.71). DCSYX return over 5 years is better than : 68.41 vs. JTLGX (14.36).
| DCSYX | JTLGX | DCSYX / JTLGX | |
| Total Expense Ratio | 0.67 | 1.02 | 66% |
| Annual Report Gross Expense Ratio | 0.67 | 1.02 | 66% |
| Fund Existence | 29 years | 20 years | - |
| Gain YTD | 5.592 | 4.031 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 8.32B | 3% |
| Annual Yield % from dividends | 1.80 | 2.24 | 80% |
| Returns for 1 year | 5.71 | 8.73 | 65% |
| Returns for 3 years | 31.76 | 7.29 | 435% |
| Returns for 5 years | 68.41 | 14.36 | 476% |
| Returns for 10 years | 82.94 | 1.75 | 4,748% |
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