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JVMTX vs LMCTX
JVMTX vs LMCTX Comparison
Open Charts JVMTX vs LMCTX
JHancock Disciplined Value Mid Cap R4
Price$26.63
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.83B
Lord Abbett Mid Cap Stock R5
Price$31.60
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets1.07B
JVMTX vs LMCTX Comparison Chart
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JVMTX 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 JVMTX is a Buy and LMCTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.8B vs. LMCTX (1.07B). LMCTX pays higher dividends than JVMTX: LMCTX (0.97) vs JVMTX (0.71). JVMTX was incepted earlier than LMCTX: JVMTX (12 years) vs LMCTX (10 years). JVMTX (1.11) is less costly to investors than LMCTX (0.78). LMCTX is a more actively managed with annual turnover of: 53.00 vs. JVMTX (47.00). JVMTX (0) and LMCTX (0) have matching initial minimum investment requirements. LMCTX (-7.80) and JVMTX (-8.11) have marching annual gain over last year. JVMTX return over 5 years is better than : 53.69 vs. LMCTX (47.68).
| JVMTX | LMCTX | JVMTX / LMCTX | |
| Total Expense Ratio | 1.00 | 0.78 | 128% |
| Annual Report Gross Expense Ratio | 1.11 | 0.78 | 142% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | -1.375 | -4.955 | 28% |
| 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 | 0.71 | 0.97 | 73% |
| Returns for 1 year | -8.11 | -7.80 | 104% |
| Returns for 3 years | 6.43 | 9.64 | 67% |
| Returns for 5 years | 53.69 | 47.68 | 113% |
| Returns for 10 years | 31.78 | N/A | - |
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