DALCX
Price
$27.30
Change
-$0.21 (-0.76%)
Updated
Aug 15 closing price
Net Assets
210.37M
JVMIX
Price
$29.37
Change
-$0.23 (-0.78%)
Updated
Aug 15 closing price
Net Assets
23.59B
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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$27.30
Change-$0.21 (-0.76%)
VolumeN/A
Net Assets210.37M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
DALCX vs JVMIX Comparison Chart in %
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DALCX vs. JVMIX commentary
Aug 18, 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 Buy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. DALCX (210M). DALCX (0.79) and JVMIX (0.76) 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 : 5.07 vs. JVMIX (0.76). DALCX return over 5 years is better than : 61.34 vs. JVMIX (50.10).
DALCXJVMIXDALCX / JVMIX
Total Expense Ratio0.850.8798%
Annual Report Gross Expense Ratio1.060.88120%
Fund Existence28 years28 years-
Gain YTD6.4338.98072%
Front LoadN/AN/A-
Min. Initial Investment10002500000%
Min. Initial Investment IRAN/AN/A-
Net Assets210M23.6B1%
Annual Yield % from dividends0.790.76104%
Returns for 1 year5.070.76669%
Returns for 3 years17.3711.90146%
Returns for 5 years61.3450.10122%
Returns for 10 years82.8145.29183%
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