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DALCX vs JVMTX
DALCX vs JVMTX Comparison
Open Charts DALCX vs JVMTX
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
DALCX vs JVMTX Comparison Chart
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DALCX vs. JVMTX commentary
Jun 16, 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. DALCX (189M). DALCX pays higher dividends than JVMTX: DALCX (0.81) vs JVMTX (0.67). DALCX was incepted earlier than JVMTX: DALCX (28 years) vs JVMTX (12 years). JVMTX (1.11) and DALCX (1.06) have similar cost to investors . DALCX (48.00) and JVMTX (47.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than DALCX: JVMTX (0) vs DALCX (1000). DALCX annual gain was more profitable for investors over the last year : 7.63 vs. JVMTX (-3.01). DALCX return over 5 years is better than : 69.36 vs. JVMTX (51.48).
| DALCX | JVMTX | DALCX / JVMTX | |
| Total Expense Ratio | 0.85 | 1.00 | 85% |
| Annual Report Gross Expense Ratio | 1.06 | 1.11 | 95% |
| Fund Existence | 28 years | 12 years | - |
| Gain YTD | 3.197 | 2.453 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189M | 21.5B | 1% |
| Annual Yield % from dividends | 0.81 | 0.67 | 121% |
| Returns for 1 year | 7.63 | -3.01 | -254% |
| Returns for 3 years | 26.32 | 16.50 | 160% |
| Returns for 5 years | 69.36 | 51.48 | 135% |
| Returns for 10 years | 78.59 | 35.66 | 220% |
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