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JVMIX vs LYRBX
JVMIX vs LYRBX Comparison
Open Charts JVMIX vs LYRBX
JHancock Disciplined Value Mid Cap I
Price$30.16
Change-$0.07 (-0.23%)
VolumeN/A
Net AssetsN/A
Lyrical US Value Equity Investor
Price$29.67
Change-$0.18 (-0.60%)
VolumeN/A
Net Assets1.13B
JVMIX vs LYRBX Comparison Chart in %
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JVMIX vs. LYRBX commentary
Sep 17, 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 LYRBX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX pays higher dividends than LYRBX: JVMIX (0.74) vs LYRBX (0.00). JVMIX was incepted earlier than LYRBX: JVMIX (28 years) vs LYRBX (12 years). LYRBX (1.71) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. LYRBX (13.00). LYRBX has a lower initial minimum investment than JVMIX: LYRBX (2500) vs JVMIX (250000). LYRBX annual gain was more profitable for investors over the last year : 16.19 vs. JVMIX (1.30). LYRBX return over 5 years is better than : 111.69 vs. JVMIX (54.27).
| JVMIX | LYRBX | JVMIX / LYRBX | |
| Total Expense Ratio | 0.85 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.86 | 1.71 | 50% |
| Fund Existence | 28 years | 12 years | - |
| Gain YTD | 12.171 | 16.511 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 1.13B | - |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | 1.30 | 16.19 | 8% |
| Returns for 3 years | 25.66 | 60.48 | 42% |
| Returns for 5 years | 54.27 | 111.69 | 49% |
| Returns for 10 years | 60.15 | 103.06 | 58% |
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