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DALCX vs JVMIX
DALCX vs JVMIX Comparison
Open Charts DALCX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
DALCX vs JVMIX Comparison Chart in %
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DALCX vs. JVMIX commentary
Jul 07, 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: 22.6B vs. DALCX (200M). 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). 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 : 11.40 vs. JVMIX (3.45). DALCX return over 5 years is better than : 74.77 vs. JVMIX (62.76).
| 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 | 6.433 | 8.423 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200M | 22.6B | 1% |
| Annual Yield % from dividends | 0.79 | 0.78 | 102% |
| Returns for 1 year | 11.40 | 3.45 | 331% |
| Returns for 3 years | 27.85 | 23.84 | 117% |
| Returns for 5 years | 74.77 | 62.76 | 119% |
| Returns for 10 years | 86.53 | 48.34 | 179% |
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