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JVMIX vs LMCRX
JVMIX vs LMCRX Comparison
Open Charts JVMIX vs LMCRX
JHancock Disciplined Value Mid Cap I
Price$27.14
Change-$0.12 (-0.44%)
VolumeN/A
Net Assets21.28B
Lord Abbett Mid Cap Stock R3
Price$31.75
Change-$0.16 (-0.50%)
VolumeN/A
Net Assets1.07B
JVMIX vs LMCRX Comparison Chart
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JVMIX vs. LMCRX commentary
May 25, 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 LMCRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.3B vs. LMCRX (1.07B). JVMIX pays higher dividends than LMCRX: JVMIX (0.85) vs LMCRX (0.33). JVMIX was incepted earlier than LMCRX: JVMIX (28 years) vs LMCRX (17 years). LMCRX (1.28) is less costly to investors than JVMIX (0.88). LMCRX is a more actively managed with annual turnover of: 53.00 vs. JVMIX (47.00). LMCRX has a lower initial minimum investment than JVMIX: LMCRX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -4.83 vs. LMCRX (-6.11). JVMIX return over 5 years is better than : 58.40 vs. LMCRX (45.27).
| JVMIX | LMCRX | JVMIX / LMCRX | |
| Total Expense Ratio | 0.87 | 1.28 | 68% |
| Annual Report Gross Expense Ratio | 0.88 | 1.28 | 69% |
| Fund Existence | 28 years | 17 years | - |
| Gain YTD | 1.150 | -4.232 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 1.07B | 1,985% |
| Annual Yield % from dividends | 0.85 | 0.33 | 254% |
| Returns for 1 year | -4.83 | -6.11 | 79% |
| Returns for 3 years | 9.47 | 7.75 | 122% |
| Returns for 5 years | 58.40 | 45.27 | 129% |
| Returns for 10 years | 35.17 | 24.24 | 145% |
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