DALCX
Price
$27.30
Change
+$0.06 (+0.22%)
Updated
Jul 3 closing price
Net Assets
200.29M
JVMIX
Price
$29.22
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
Interact to see
Advertisement

DALCX vs JVMIX

Header iconDALCX vs JVMIX Comparison
Open Charts DALCX vs JVMIXBanner chart's image
Dean Mid Cap Value
Price$27.30
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets200.29M
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 %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
DALCXJVMIXDALCX / JVMIX
Total Expense Ratio0.850.8798%
Annual Report Gross Expense Ratio1.060.88120%
Fund Existence28 years28 years-
Gain YTD6.4338.42376%
Front LoadN/AN/A-
Min. Initial Investment10002500000%
Min. Initial Investment IRAN/AN/A-
Net Assets200M22.6B1%
Annual Yield % from dividends0.790.78102%
Returns for 1 year11.403.45331%
Returns for 3 years27.8523.84117%
Returns for 5 years74.7762.76119%
Returns for 10 years86.5348.34179%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
VHCOX88.080.57
+0.65%
Vanguard Capital Opportunity Inv
SFDYX31.510.20
+0.64%
SEI Mid-Cap Y (SIMT)
GSSUX41.280.26
+0.63%
Goldman Sachs Small Cap Value R6
GSRKX19.650.05
+0.26%
Goldman Sachs International Eq Inc R
APDLX15.700.04
+0.26%
Artisan Value Advisor