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DALCX vs JVMIX
DALCX vs JVMIX Comparison
Open Charts DALCX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
DALCX vs JVMIX Comparison Chart in %
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DALCX vs. JVMIX commentary
Sep 10, 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.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. DALCX (217M). DALCX (0.76) and JVMIX (0.74) 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 : 6.76 vs. JVMIX (4.56). DALCX return over 5 years is better than : 69.38 vs. JVMIX (56.64).
| 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 | 8.772 | 12.245 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 24.3B | 1% |
| Annual Yield % from dividends | 0.76 | 0.74 | 103% |
| Returns for 1 year | 6.76 | 4.56 | 148% |
| Returns for 3 years | 23.04 | 19.78 | 116% |
| Returns for 5 years | 69.38 | 56.64 | 123% |
| Returns for 10 years | 98.96 | 59.45 | 166% |
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