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DCSYX vs JTLGX
DCSYX vs JTLGX Comparison
Open Charts DCSYX vs JTLGX
Davis Balanced Fund Y
Price$64.91
Change+$0.27 (+0.42%)
VolumeN/A
Net Assets274.14M
JHancock Multimanager Lifestyle Gr R5
Price$15.30
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets8.51B
DCSYX vs JTLGX Comparison Chart in %
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DCSYX vs. JTLGX commentary
Jul 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: 8.51B vs. DCSYX (274M). JTLGX pays higher dividends than DCSYX: JTLGX (2.16) vs DCSYX (1.78). 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 : 10.42 vs. DCSYX (9.26). DCSYX return over 5 years is better than : 85.38 vs. JTLGX (19.58).
| 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 | 10.857 | 7.709 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 8.51B | 3% |
| Annual Yield % from dividends | 1.78 | 2.16 | 82% |
| Returns for 1 year | 9.26 | 10.42 | 89% |
| Returns for 3 years | 50.47 | 19.08 | 264% |
| Returns for 5 years | 85.38 | 19.58 | 436% |
| Returns for 10 years | 100.62 | 6.91 | 1,456% |
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