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JVMIX vs LYRAX
JVMIX vs LYRAX Comparison
Open Charts JVMIX vs LYRAX
JHancock Disciplined Value Mid Cap I
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
Lyrical US Value Equity A
Price$26.42
Change+$0.32 (+1.23%)
VolumeN/A
Net Assets989.56M
JVMIX vs LYRAX Comparison Chart
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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 20.6B vs. LYRAX (990M). JVMIX pays higher dividends than LYRAX: JVMIX (0.85) vs LYRAX (0.00). JVMIX was incepted earlier than LYRAX: JVMIX (28 years) vs LYRAX (3 years). LYRAX (1.71) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 47.00 vs. LYRAX (13.00). LYRAX has a lower initial minimum investment than JVMIX: LYRAX (1000) vs JVMIX (250000). LYRAX annual gain was more profitable for investors over the last year : 8.25 vs. JVMIX (-8.01).
| JVMIX | LYRAX | JVMIX / LYRAX | |
| Total Expense Ratio | 0.87 | 1.24 | 70% |
| Annual Report Gross Expense Ratio | 0.88 | 1.71 | 51% |
| Fund Existence | 28 years | 3 years | - |
| Gain YTD | -2.263 | 1.477 | -153% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 990M | 2,081% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | -8.01 | 8.25 | -97% |
| Returns for 3 years | 5.61 | N/A | - |
| Returns for 5 years | 53.05 | N/A | - |
| Returns for 10 years | 31.23 | N/A | - |
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