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JVMAX vs LMCRX
JVMAX vs LMCRX Comparison
Open Charts JVMAX vs LMCRX
JHancock Disciplined Value Mid Cap A
Price$23.97
Change-$1.42 (-5.59%)
VolumeN/A
Net Assets21.35B
Lord Abbett Mid Cap Stock R3
Price$30.65
Change-$1.90 (-5.84%)
VolumeN/A
Net Assets1.11B
JVMAX vs LMCRX Comparison Chart
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JVMAX vs. LMCRX commentary
Apr 05, 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 JVMAX is a Hold and LMCRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.4B vs. LMCRX (1.11B). JVMAX pays higher dividends than LMCRX: JVMAX (0.61) vs LMCRX (0.32). JVMAX was incepted earlier than LMCRX: JVMAX (28 years) vs LMCRX (17 years). LMCRX (1.28) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. LMCRX (41.00). LMCRX has a lower initial minimum investment than JVMAX: LMCRX (0) vs JVMAX (1000). LMCRX annual gain was more profitable for investors over the last year : -6.45 vs. JVMAX (-8.70). JVMAX return over 5 years is better than : 86.30 vs. LMCRX (81.52).
| JVMAX | LMCRX | JVMAX / LMCRX | |
| Total Expense Ratio | 1.12 | 1.28 | 88% |
| Annual Report Gross Expense Ratio | 1.13 | 1.28 | 88% |
| Fund Existence | 28 years | 17 years | - |
| Gain YTD | -0.118 | -2.311 | 5% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 1.11B | 1,928% |
| Annual Yield % from dividends | 0.61 | 0.32 | 190% |
| Returns for 1 year | -8.70 | -6.45 | 135% |
| Returns for 3 years | -2.01 | 0.53 | -375% |
| Returns for 5 years | 86.30 | 81.52 | 106% |
| Returns for 10 years | 28.82 | 26.30 | 110% |
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