DALCX
Price
$27.33
Change
+$0.11 (+0.40%)
Updated
Jul 25 closing price
Net Assets
209.06M
JVMIX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
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DALCX vs JVMIX

Header iconDALCX vs JVMIX Comparison
Open Charts DALCX vs JVMIXBanner chart's image
Dean Mid Cap Value
Price$27.33
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets209.06M
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
DALCX vs JVMIX Comparison Chart in %
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DALCX vs. JVMIX commentary
Jul 28, 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 DALCX is a Buy and JVMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. DALCX (209M). DALCX (0.79) and JVMIX (0.78) have matching dividends . DALCX was incepted earlier than JVMIX: DALCX (28 years) vs JVMIX (28 years). DALCX (1.06) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 49.00 vs. DALCX (34.00). DALCX has a lower initial minimum investment than JVMIX: DALCX (1000) vs JVMIX (250000). DALCX annual gain was more profitable for investors over the last year : 7.56 vs. JVMIX (1.20). DALCX return over 5 years is better than : 68.37 vs. JVMIX (58.07).
DALCXJVMIXDALCX / JVMIX
Total Expense Ratio0.850.8798%
Annual Report Gross Expense Ratio1.060.88120%
Fund Existence28 years28 years-
Gain YTD6.5509.31470%
Front LoadN/AN/A-
Min. Initial Investment10002500000%
Min. Initial Investment IRAN/AN/A-
Net Assets209M23.1B1%
Annual Yield % from dividends0.790.78102%
Returns for 1 year7.561.20628%
Returns for 3 years25.9321.47121%
Returns for 5 years68.3758.07118%
Returns for 10 years86.8550.28173%
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