JVMIX
Price
$28.94
Change
+$0.05 (+0.17%)
Updated
Aug 8 closing price
Net Assets
23.23B
LMCTX
Price
$32.27
Change
+$0.16 (+0.50%)
Updated
Aug 8 closing price
Net Assets
1.1B
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JVMIX vs LMCTX

Header iconJVMIX vs LMCTX Comparison
Open Charts JVMIX vs LMCTXBanner chart's image
JHancock Disciplined Value Mid Cap I
Price$28.94
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.23B
Lord Abbett Mid Cap Stock R5
Price$32.27
Change+$0.16 (+0.50%)
VolumeN/A
Net Assets1.1B
JVMIX vs LMCTX Comparison Chart in %
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JVMIX vs. LMCTX commentary
Aug 10, 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 LMCTX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. LMCTX (1.1B). LMCTX pays higher dividends than JVMIX: LMCTX (0.81) vs JVMIX (0.76). JVMIX was incepted earlier than LMCTX: JVMIX (28 years) vs LMCTX (10 years). JVMIX (0.88) is less costly to investors than LMCTX (0.78). LMCTX is a more actively managed with annual turnover of: 53.00 vs. JVMIX (49.00). LMCTX has a lower initial minimum investment than JVMIX: LMCTX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 1.95 vs. LMCTX (-5.29). JVMIX return over 5 years is better than : 50.61 vs. LMCTX (35.50).
JVMIXLMCTXJVMIX / LMCTX
Total Expense Ratio0.870.78112%
Annual Report Gross Expense Ratio0.880.78113%
Fund Existence28 years10 years-
Gain YTD7.384-3.093-239%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.2B1.1B2,117%
Annual Yield % from dividends0.760.8195%
Returns for 1 year1.95-5.29-37%
Returns for 3 years15.6711.86132%
Returns for 5 years50.6135.50143%
Returns for 10 years44.4630.59145%
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