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JVMTX vs LVAEX
JVMTX vs LVAEX Comparison
Open Charts JVMTX vs LVAEX
JHancock Disciplined Value Mid Cap R4
Price$30.11
Change-$0.13 (-0.43%)
VolumeN/A
Net Assets24.49B
LSV Value Equity Investor
Price$29.92
Change-$0.12 (-0.40%)
VolumeN/A
Net Assets1.14B
JVMTX vs LVAEX Comparison Chart in %
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JVMTX 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 JVMTX is a Buy and LVAEX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. LVAEX (1.14B). LVAEX pays higher dividends than JVMTX: LVAEX (1.54) vs JVMTX (0.61). JVMTX was incepted earlier than LVAEX: JVMTX (12 years) vs LVAEX (11 years). JVMTX (1.10) is less costly to investors than LVAEX (0.92). JVMTX is a more actively managed with annual turnover of: 49.00 vs. LVAEX (26.00). JVMTX has a lower initial minimum investment than LVAEX: JVMTX (0) vs LVAEX (1000). LVAEX annual gain was more profitable for investors over the last year : 1.00 vs. JVMTX (-5.99). JVMTX return over 5 years is better than : 34.10 vs. LVAEX (26.64).
| JVMTX | LVAEX | JVMTX / LVAEX | |
| Total Expense Ratio | 0.99 | 0.92 | 108% |
| Annual Report Gross Expense Ratio | 1.10 | 0.92 | 120% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 12.375 | 15.140 | 82% |
| 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 | 0.61 | 1.54 | 40% |
| Returns for 1 year | -5.99 | 1.00 | -597% |
| Returns for 3 years | 14.61 | 11.71 | 125% |
| Returns for 5 years | 34.10 | 26.64 | 128% |
| Returns for 10 years | 49.51 | 52.45 | 94% |
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