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JVMIX vs LMCRX
JVMIX vs LMCRX Comparison
Open Charts JVMIX vs LMCRX
JHancock Disciplined Value Mid Cap I
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
Lord Abbett Mid Cap Stock R3
Price$30.65
Change-$1.90 (-5.84%)
VolumeN/A
Net Assets1.11B
JVMIX vs LMCRX Comparison Chart
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JVMIX 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 JVMIX is a Hold and LMCRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.4B vs. LMCRX (1.11B). JVMIX pays higher dividends than LMCRX: JVMIX (0.83) vs LMCRX (0.32). 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). JVMIX is a more actively managed with annual turnover of: 47.00 vs. LMCRX (41.00). LMCRX has a lower initial minimum investment than JVMIX: LMCRX (0) vs JVMIX (250000). LMCRX annual gain was more profitable for investors over the last year : -6.45 vs. JVMIX (-7.93). JVMIX return over 5 years is better than : 90.33 vs. LMCRX (81.52).
| 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 | -0.074 | -2.311 | 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 | 0.32 | 256% |
| Returns for 1 year | -7.93 | -6.45 | 123% |
| Returns for 3 years | -0.56 | 0.53 | -106% |
| Returns for 5 years | 90.33 | 81.52 | 111% |
| Returns for 10 years | 33.98 | 26.30 | 129% |
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