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JVMIX vs LMCPX
JVMIX vs LMCPX Comparison
Open Charts JVMIX vs LMCPX
JHancock Disciplined Value Mid Cap I
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
Lord Abbett Mid Cap Stock P
Price$29.72
Change-$1.84 (-5.83%)
VolumeN/A
Net Assets1.11B
JVMIX vs LMCPX Comparison Chart
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JVMIX vs. LMCPX commentary
Apr 04, 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 JVMIX is a Buy and LMCPX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.4B vs. LMCPX (1.11B). JVMIX pays higher dividends than LMCPX: JVMIX (0.83) vs LMCPX (0.39). JVMIX was incepted earlier than LMCPX: JVMIX (28 years) vs LMCPX (27 years). LMCPX (1.23) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 47.00 vs. LMCPX (41.00). LMCPX has a lower initial minimum investment than JVMIX: LMCPX (0) vs JVMIX (250000). LMCPX annual gain was more profitable for investors over the last year : -6.65 vs. JVMIX (-7.93). JVMIX return over 5 years is better than : 90.33 vs. LMCPX (80.64).
| JVMIX | LMCPX | JVMIX / LMCPX | |
| Total Expense Ratio | 0.87 | 1.23 | 71% |
| Annual Report Gross Expense Ratio | 0.88 | 1.23 | 72% |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | -0.074 | -2.291 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 1.11B | 1,928% |
| Annual Yield % from dividends | 0.83 | 0.39 | 213% |
| Returns for 1 year | -7.93 | -6.65 | 119% |
| Returns for 3 years | -0.56 | 0.23 | -247% |
| Returns for 5 years | 90.33 | 80.64 | 112% |
| Returns for 10 years | 33.98 | 25.40 | 134% |
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