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JVMRX vs LMCTX
JVMRX vs LMCTX Comparison
Open Charts JVMRX vs LMCTX
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.47B
Lord Abbett Mid Cap Stock R5
Price$33.59
Change+$0.23 (+0.69%)
VolumeN/A
Net Assets1.11B
JVMRX vs LMCTX Comparison Chart in %
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JVMRX vs. LMCTX commentary
Jul 04, 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 JVMRX is a Buy and LMCTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. LMCTX (1.11B). LMCTX (0.91) and JVMRX (0.88) have matching dividends . JVMRX was incepted earlier than LMCTX: JVMRX (14 years) vs LMCTX (10 years). LMCTX (0.78) and JVMRX (0.76) have similar cost to investors . LMCTX is a more actively managed with annual turnover of: 53.00 vs. JVMRX (49.00). LMCTX has a lower initial minimum investment than JVMRX: LMCTX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 2.92 vs. LMCTX (-0.34). JVMRX return over 5 years is better than : 62.26 vs. LMCTX (45.97).
| JVMRX | LMCTX | JVMRX / LMCTX | |
| Total Expense Ratio | 0.75 | 0.78 | 96% |
| Annual Report Gross Expense Ratio | 0.76 | 0.78 | 97% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 7.795 | 0.180 | 4,326% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 1.11B | 2,031% |
| Annual Yield % from dividends | 0.88 | 0.91 | 96% |
| Returns for 1 year | 2.92 | -0.34 | -860% |
| Returns for 3 years | 23.34 | 20.80 | 112% |
| Returns for 5 years | 62.26 | 45.97 | 135% |
| Returns for 10 years | 48.33 | 36.02 | 134% |
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