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DALCX vs JVMTX
DALCX vs JVMTX Comparison
Open Charts DALCX vs JVMTX
JHancock Disciplined Value Mid Cap R4
Price$29.03
Change+$0.28 (+0.97%)
VolumeN/A
Net Assets24.68B
DALCX vs JVMTX Comparison Chart in %
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DALCX vs. JVMTX commentary
Jan 16, 2026
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 Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. DALCX (237M). DALCX pays higher dividends than JVMTX: DALCX (0.98) vs JVMTX (0.62). DALCX was incepted earlier than JVMTX: DALCX (29 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than DALCX (0.98). 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 : 8.46 vs. JVMTX (5.87). DALCX return over 5 years is better than : 40.72 vs. JVMTX (22.49).
| DALCX | JVMTX | DALCX / JVMTX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 0.98 | 1.10 | 89% |
| Fund Existence | 29 years | 13 years | - |
| Gain YTD | 5.253 | 5.833 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 24.7B | 1% |
| Annual Yield % from dividends | 0.98 | 0.62 | 159% |
| Returns for 1 year | 8.46 | 5.87 | 144% |
| Returns for 3 years | 25.16 | 15.35 | 164% |
| Returns for 5 years | 40.72 | 22.49 | 181% |
| Returns for 10 years | 114.18 | 74.82 | 153% |
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