Ad is loading...
JVMAX vs LYRIX
JVMAX vs LYRIX Comparison
Open Charts JVMAX vs LYRIX
JHancock Disciplined Value Mid Cap A
Price$25.14
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets20.89B
Lyrical US Value Equity Institutional
Price$26.50
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets1B
JVMAX vs LYRIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. LYRIX commentary
May 11, 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 Buy and LYRIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.9B vs. LYRIX (1B). JVMAX pays higher dividends than LYRIX: JVMAX (0.63) vs LYRIX (0.21). JVMAX was incepted earlier than LYRIX: JVMAX (28 years) vs LYRIX (12 years). JVMAX (1.13) is less costly to investors than LYRIX (1.02). JVMAX is a more actively managed with annual turnover of: 47.00 vs. LYRIX (13.00). JVMAX has a lower initial minimum investment than LYRIX: JVMAX (1000) vs LYRIX (100000). LYRIX annual gain was more profitable for investors over the last year : 8.30 vs. JVMAX (-8.42). LYRIX return over 5 years is better than : 124.12 vs. JVMAX (51.71).
| JVMAX | LYRIX | JVMAX / LYRIX | |
| Total Expense Ratio | 1.12 | 0.99 | 113% |
| Annual Report Gross Expense Ratio | 1.13 | 1.02 | 111% |
| Fund Existence | 28 years | 12 years | - |
| Gain YTD | -1.101 | 2.673 | -41% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 1B | 2,086% |
| Annual Yield % from dividends | 0.63 | 0.21 | 302% |
| Returns for 1 year | -8.42 | 8.30 | -102% |
| Returns for 3 years | 5.51 | 33.72 | 16% |
| Returns for 5 years | 51.71 | 124.12 | 42% |
| Returns for 10 years | 28.25 | 66.94 | 42% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers