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DALCX vs JVMSX
DALCX vs JVMSX Comparison
Open Charts DALCX vs JVMSX
JHancock Disciplined Value Mid Cap R2
Price$30.01
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
DALCX vs JVMSX Comparison Chart in %
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DALCX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. DALCX (217M). DALCX pays higher dividends than JVMSX: DALCX (0.76) vs JVMSX (0.40). DALCX was incepted earlier than JVMSX: DALCX (28 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than DALCX (0.98). JVMSX is a more actively managed with annual turnover of: 49.00 vs. DALCX (34.00). JVMSX has a lower initial minimum investment than DALCX: JVMSX (0) vs DALCX (1000). DALCX annual gain was more profitable for investors over the last year : 6.76 vs. JVMSX (4.09). DALCX return over 5 years is better than : 69.38 vs. JVMSX (54.47).
| DALCX | JVMSX | DALCX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.98 | 1.25 | 78% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 8.772 | 11.936 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 24.4B | 1% |
| Annual Yield % from dividends | 0.76 | 0.40 | 191% |
| Returns for 1 year | 6.76 | 4.09 | 166% |
| Returns for 3 years | 23.04 | 18.75 | 123% |
| Returns for 5 years | 69.38 | 54.47 | 127% |
| Returns for 10 years | 98.96 | 55.37 | 179% |
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