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JVMRX vs LYRBX
JVMRX vs LYRBX Comparison
Open Charts JVMRX vs LYRBX
JHancock Disciplined Value Mid Cap R6
Price$31.95
Change+$0.41 (+1.30%)
VolumeN/A
CapitalizationN/A
Lyrical US Value Equity Investor
Price$27.50
Change+$0.41 (+1.51%)
VolumeN/A
CapitalizationN/A
JVMRX vs LYRBX Comparison Chart
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JVMRX vs. LYRBX commentary
Nov 22, 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 JVMRX is a Buy and LYRBX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. LYRBX (1.13B). JVMRX pays higher dividends than LYRBX: JVMRX (0.93) vs LYRBX (0.20). JVMRX was incepted earlier than LYRBX: JVMRX (13 years) vs LYRBX (11 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. LYRBX (23.00). LYRBX has a lower initial minimum investment than JVMRX: LYRBX (2500) vs JVMRX (1000000). LYRBX annual gain was more profitable for investors over the last year : 32.57 vs. JVMRX (22.22). LYRBX return over 5 years is better than : 73.23 vs. JVMRX (48.67).
| JVMRX | LYRBX | JVMRX / LYRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 16.776 | 20.879 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 1.13B | 2,123% |
| Annual Yield % from dividends | 0.93 | 0.20 | 463% |
| Returns for 1 year | 22.22 | 32.57 | 68% |
| Returns for 3 years | 11.32 | 22.74 | 50% |
| Returns for 5 years | 48.67 | 73.23 | 66% |
| Returns for 10 years | 64.67 | 70.68 | 91% |
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