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DCSYX vs JTLGX
DCSYX vs JTLGX Comparison
Open Charts DCSYX vs JTLGX
Davis Balanced Fund Y
Price$62.85
Change+$0.44 (+0.71%)
VolumeN/A
Net Assets265.81M
JHancock Multimanager Lifestyle Gr R5
Price$14.66
Change+$0.10 (+0.69%)
VolumeN/A
Net Assets8.65B
DCSYX vs JTLGX Comparison Chart
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DCSYX vs. JTLGX commentary
Jan 31, 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 StrongBuy and JTLGX is a Hold.
FUNDAMENTALS
Fundamentals
JTLGX has more cash in the bank: 8.65B vs. DCSYX (266M). 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). DCSYX (15.51) and JTLGX (14.93) have marching annual gain over last year. DCSYX return over 5 years is better than : 59.66 vs. JTLGX (12.48).
| 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 | 6.381 | 2.970 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266M | 8.65B | 3% |
| Annual Yield % from dividends | 1.23 | 1.91 | 64% |
| Returns for 1 year | 15.51 | 14.93 | 104% |
| Returns for 3 years | 20.02 | -2.75 | -728% |
| Returns for 5 years | 59.66 | 12.48 | 478% |
| Returns for 10 years | 97.75 | 5.53 | 1,768% |
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