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JVMSX vs LMCTX
JVMSX vs LMCTX Comparison
Open Charts JVMSX vs LMCTX
JHancock Disciplined Value Mid Cap R2
Price$26.50
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets20.83B
Lord Abbett Mid Cap Stock R5
Price$31.60
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets1.07B
JVMSX vs LMCTX Comparison Chart
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JVMSX vs. LMCTX commentary
May 11, 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 JVMSX is a Buy and LMCTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.8B vs. LMCTX (1.07B). LMCTX pays higher dividends than JVMSX: LMCTX (0.97) vs JVMSX (0.46). JVMSX was incepted earlier than LMCTX: JVMSX (13 years) vs LMCTX (10 years). JVMSX (1.26) is less costly to investors than LMCTX (0.78). LMCTX is a more actively managed with annual turnover of: 53.00 vs. JVMSX (47.00). JVMSX (0) and LMCTX (0) have matching initial minimum investment requirements. LMCTX annual gain was more profitable for investors over the last year : -7.80 vs. JVMSX (-8.33). JVMSX return over 5 years is better than : 52.44 vs. LMCTX (47.68).
| JVMSX | LMCTX | JVMSX / LMCTX | |
| Total Expense Ratio | 1.25 | 0.78 | 160% |
| Annual Report Gross Expense Ratio | 1.26 | 0.78 | 162% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | -1.455 | -4.955 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.8B | 1.07B | 1,946% |
| Annual Yield % from dividends | 0.46 | 0.97 | 47% |
| Returns for 1 year | -8.33 | -7.80 | 107% |
| Returns for 3 years | 5.87 | 9.64 | 61% |
| Returns for 5 years | 52.44 | 47.68 | 110% |
| Returns for 10 years | 29.63 | N/A | - |
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