Interact to see
Advertisement
Advertisement
JVMSX vs LVAEX
JVMSX vs LVAEX Comparison
Open Charts JVMSX vs LVAEX
JHancock Disciplined Value Mid Cap R2
Price$29.92
Change-$0.14 (-0.47%)
VolumeN/A
Net Assets24.49B
LSV Value Equity Investor
Price$29.92
Change-$0.12 (-0.40%)
VolumeN/A
Net Assets1.14B
JVMSX vs LVAEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMSX vs. LVAEX commentary
Dec 02, 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 LVAEX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.5B vs. LVAEX (1.14B). LVAEX pays higher dividends than JVMSX: LVAEX (1.54) vs JVMSX (0.40). JVMSX was incepted earlier than LVAEX: JVMSX (14 years) vs LVAEX (11 years). JVMSX (1.25) is less costly to investors than LVAEX (0.92). JVMSX is a more actively managed with annual turnover of: 49.00 vs. LVAEX (26.00). JVMSX has a lower initial minimum investment than LVAEX: JVMSX (0) vs LVAEX (1000). LVAEX annual gain was more profitable for investors over the last year : 1.00 vs. JVMSX (-6.26). JVMSX return over 5 years is better than : 32.95 vs. LVAEX (26.64).
| JVMSX | LVAEX | JVMSX / LVAEX | |
| Total Expense Ratio | 1.24 | 0.92 | 135% |
| Annual Report Gross Expense Ratio | 1.25 | 0.92 | 136% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 12.122 | 15.140 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 1.14B | 2,147% |
| Annual Yield % from dividends | 0.40 | 1.54 | 26% |
| Returns for 1 year | -6.26 | 1.00 | -623% |
| Returns for 3 years | 13.99 | 11.71 | 119% |
| Returns for 5 years | 32.95 | 26.64 | 124% |
| Returns for 10 years | 47.07 | 52.45 | 90% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement