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DCSYX vs JTLGX
DCSYX vs JTLGX Comparison
Open Charts DCSYX vs JTLGX
Davis Balanced Fund Y
Price$61.87
Change-$0.57 (-0.91%)
VolumeN/A
Net Assets265.29M
JHancock Multimanager Lifestyle Gr R5
Price$14.34
Change-$0.14 (-0.97%)
VolumeN/A
Net Assets8.5B
DCSYX vs JTLGX Comparison Chart
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DCSYX vs. JTLGX commentary
Mar 04, 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 Hold and JTLGX is a Hold.
FUNDAMENTALS
Fundamentals
JTLGX has more cash in the bank: 8.5B vs. DCSYX (265M). JTLGX pays higher dividends than DCSYX: JTLGX (1.91) vs DCSYX (1.23). DCSYX was incepted earlier than JTLGX: DCSYX (28 years) vs JTLGX (19 years). 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 : 10.38 vs. DCSYX (9.22). DCSYX return over 5 years is better than : 68.90 vs. JTLGX (18.60).
| DCSYX | JTLGX | DCSYX / JTLGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 19 years | - |
| Gain YTD | 5.687 | 2.405 | 237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 8.5B | 3% |
| Annual Yield % from dividends | 1.23 | 1.91 | 64% |
| Returns for 1 year | 9.22 | 10.38 | 89% |
| Returns for 3 years | 25.69 | -0.25 | -10,259% |
| Returns for 5 years | 68.90 | 18.60 | 370% |
| Returns for 10 years | 85.22 | 1.10 | 7,726% |
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