DALCX
Price
$27.30
Change
+$0.06 (+0.22%)
Updated
Jul 3 closing price
Net Assets
200.29M
JVMRX
Price
$29.23
Change
+$0.19 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.61B
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DALCX vs JVMRX

Header iconDALCX vs JVMRX Comparison
Open Charts DALCX vs JVMRXBanner 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 R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
DALCX vs JVMRX Comparison Chart in %
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DALCX vs. JVMRX 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 JVMRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. DALCX (200M). JVMRX pays higher dividends than DALCX: JVMRX (0.88) vs DALCX (0.79). DALCX was incepted earlier than JVMRX: DALCX (28 years) vs JVMRX (14 years). DALCX (1.06) is less costly to investors than JVMRX (0.76). DALCX (48.00) and JVMRX (47.00) have comparable annual turnover. DALCX has a lower initial minimum investment than JVMRX: DALCX (1000) vs JVMRX (1000000). DALCX annual gain was more profitable for investors over the last year : 11.40 vs. JVMRX (3.59). DALCX return over 5 years is better than : 74.77 vs. JVMRX (63.32).
DALCXJVMRXDALCX / JVMRX
Total Expense Ratio0.850.75113%
Annual Report Gross Expense Ratio1.060.76139%
Fund Existence28 years14 years-
Gain YTD6.4338.50076%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets200M22.6B1%
Annual Yield % from dividends0.790.8890%
Returns for 1 year11.403.59317%
Returns for 3 years27.8524.14115%
Returns for 5 years74.7763.32118%
Returns for 10 years86.5349.30176%
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