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DALCX vs JVMIX
DALCX vs JVMIX Comparison
Open Charts DALCX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
DALCX vs JVMIX Comparison Chart in %
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DALCX vs. JVMIX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. DALCX (222M). DALCX (0.79) and JVMIX (0.75) have matching dividends . DALCX was incepted earlier than JVMIX: DALCX (28 years) vs JVMIX (28 years). DALCX (0.98) is less costly to investors than JVMIX (0.86). 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 : -3.67 vs. JVMIX (-6.53). DALCX return over 5 years is better than : 49.53 vs. JVMIX (36.37).
| DALCX | JVMIX | DALCX / JVMIX | |
| Total Expense Ratio | 0.85 | 0.85 | 100% |
| Annual Report Gross Expense Ratio | 0.98 | 0.86 | 114% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 7.563 | 9.796 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 24.2B | 1% |
| Annual Yield % from dividends | 0.79 | 0.75 | 105% |
| Returns for 1 year | -3.67 | -6.53 | 56% |
| Returns for 3 years | 21.05 | 15.24 | 138% |
| Returns for 5 years | 49.53 | 36.37 | 136% |
| Returns for 10 years | 96.88 | 50.51 | 192% |
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