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JVMRX vs LMCYX
JVMRX vs LMCYX Comparison
Open Charts JVMRX vs LMCYX
JHancock Disciplined Value Mid Cap R6
Price$30.14
Change-$0.13 (-0.43%)
VolumeN/A
Net Assets24.36B
Lord Abbett Mid Cap Stock I
Price$34.02
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets1.14B
JVMRX vs LMCYX Comparison Chart in %
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JVMRX vs. LMCYX commentary
Oct 07, 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 Hold and LMCYX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. LMCYX (1.14B). JVMRX pays higher dividends than LMCYX: JVMRX (0.84) vs LMCYX (0.78). JVMRX was incepted earlier than LMCYX: JVMRX (14 years) vs LMCYX (26 years). LMCYX (0.78) and JVMRX (0.75) have similar cost to investors . LMCYX is a more actively managed with annual turnover of: 53.00 vs. JVMRX (49.00). JVMRX (1000000) and LMCYX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : -0.58 vs. LMCYX (-7.14). JVMRX return over 5 years is better than : 53.27 vs. LMCYX (42.21).
| JVMRX | LMCYX | JVMRX / LMCYX | |
| Total Expense Ratio | 0.74 | 0.78 | 95% |
| Annual Report Gross Expense Ratio | 0.75 | 0.78 | 96% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 12.361 | 2.011 | 615% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 1.14B | 2,148% |
| Annual Yield % from dividends | 0.84 | 0.78 | 107% |
| Returns for 1 year | -0.58 | -7.14 | 8% |
| Returns for 3 years | 31.35 | 27.01 | 116% |
| Returns for 5 years | 53.27 | 42.21 | 126% |
| Returns for 10 years | 56.67 | 43.80 | 129% |
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