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JVMRX vs LMCYX
JVMRX vs LMCYX Comparison
Open Charts JVMRX vs LMCYX
JHancock Disciplined Value Mid Cap R6
Price$27.85
Change+$0.27 (+0.98%)
VolumeN/A
Net Assets21.45B
Lord Abbett Mid Cap Stock I
Price$32.43
Change+$0.26 (+0.81%)
VolumeN/A
Net Assets1.08B
JVMRX vs LMCYX Comparison Chart
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JVMRX vs. LMCYX commentary
Jun 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 Buy and LMCYX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.5B vs. LMCYX (1.08B). LMCYX (0.94) and JVMRX (0.91) have matching dividends . JVMRX was incepted earlier than LMCYX: JVMRX (14 years) vs LMCYX (26 years). LMCYX (0.78) and JVMRX (0.76) have similar cost to investors . LMCYX is a more actively managed with annual turnover of: 53.00 vs. JVMRX (47.00). JVMRX (1000000) and LMCYX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : -2.97 vs. LMCYX (-4.91). JVMRX return over 5 years is better than : 40.13 vs. LMCYX (30.64).
| JVMRX | LMCYX | JVMRX / LMCYX | |
| Total Expense Ratio | 0.75 | 0.78 | 96% |
| Annual Report Gross Expense Ratio | 0.76 | 0.78 | 97% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 2.376 | -3.422 | -69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 1.08B | 2,000% |
| Annual Yield % from dividends | 0.91 | 0.94 | 97% |
| Returns for 1 year | -2.97 | -4.91 | 61% |
| Returns for 3 years | 4.82 | 3.82 | 126% |
| Returns for 5 years | 40.13 | 30.64 | 131% |
| Returns for 10 years | 38.58 | 30.00 | 129% |
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