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JVMIX vs LYRIX
JVMIX vs LYRIX Comparison
Open Charts JVMIX vs LYRIX
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Lyrical US Value Equity Institutional
Price$26.46
Change-$0.13 (-0.49%)
VolumeN/A
CapitalizationN/A
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JVMIX vs LYRIX Comparison Chart
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JVMIX vs. LYRIX commentary
Sep 21, 2024
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 LYRIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. LYRIX (876M). JVMIX pays higher dividends than LYRIX: JVMIX (0.84) vs LYRIX (0.39). JVMIX was incepted earlier than LYRIX: JVMIX (27 years) vs LYRIX (12 years). JVMIX is a more actively managed with annual turnover of: 41.00 vs. LYRIX (23.00). LYRIX has a lower initial minimum investment than JVMIX: LYRIX (100000) vs JVMIX (250000). LYRIX annual gain was more profitable for investors over the last year : 32.67 vs. JVMIX (19.46). LYRIX return over 5 years is better than : 74.40 vs. JVMIX (44.34).
| JVMIX | LYRIX | JVMIX / LYRIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 12 years | - |
| Gain YTD | 11.144 | 15.495 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 876M | 2,671% |
| Annual Yield % from dividends | 0.84 | 0.39 | 216% |
| Returns for 1 year | 19.46 | 32.67 | 60% |
| Returns for 3 years | 13.73 | 27.25 | 50% |
| Returns for 5 years | 44.34 | 74.40 | 60% |
| Returns for 10 years | 64.87 | 74.84 | 87% |