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DALCX vs JVMTX
DALCX vs JVMTX Comparison
Open Charts DALCX vs JVMTX
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
DALCX vs JVMTX Comparison Chart in %
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DALCX vs. JVMTX commentary
Jul 27, 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: 23.1B vs. DALCX (209M). DALCX pays higher dividends than JVMTX: DALCX (0.79) vs JVMTX (0.65). 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 . JVMTX is a more actively managed with annual turnover of: 49.00 vs. DALCX (34.00). 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 : 7.56 vs. JVMTX (1.07). DALCX return over 5 years is better than : 68.37 vs. JVMTX (57.29).
| 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 | 6.550 | 9.253 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209M | 23.1B | 1% |
| Annual Yield % from dividends | 0.79 | 0.65 | 122% |
| Returns for 1 year | 7.56 | 1.07 | 709% |
| Returns for 3 years | 25.93 | 21.15 | 123% |
| Returns for 5 years | 68.37 | 57.29 | 119% |
| Returns for 10 years | 86.85 | 48.90 | 178% |
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