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DALCX vs JVMIX
DALCX vs JVMIX Comparison
Open Charts DALCX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
DALCX vs JVMIX Comparison Chart
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DALCX vs. JVMIX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. DALCX (189M). DALCX (0.81) and JVMIX (0.80) 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). DALCX (48.00) and JVMIX (47.00) have comparable annual turnover. 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 : 7.63 vs. JVMIX (-2.87). DALCX return over 5 years is better than : 69.36 vs. JVMIX (52.19).
| DALCX | JVMIX | DALCX / JVMIX | |
| Total Expense Ratio | 0.85 | 0.87 | 98% |
| Annual Report Gross Expense Ratio | 1.06 | 0.88 | 120% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 3.197 | 2.486 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189M | 21.5B | 1% |
| Annual Yield % from dividends | 0.81 | 0.80 | 101% |
| Returns for 1 year | 7.63 | -2.87 | -266% |
| Returns for 3 years | 26.32 | 16.82 | 157% |
| Returns for 5 years | 69.36 | 52.19 | 133% |
| Returns for 10 years | 78.59 | 36.89 | 213% |
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