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JVMAX vs LSVEX
JVMAX vs LSVEX Comparison
Open Charts JVMAX vs LSVEX
JHancock Disciplined Value Mid Cap A
Price$27.43
Change+$0.33 (+1.22%)
VolumeN/A
Net Assets25.02B
JVMAX vs LSVEX Comparison Chart in %
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JVMAX vs. LSVEX commentary
Feb 05, 2026
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 JVMAX is a Buy and LSVEX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 25B vs. LSVEX (1.11B). LSVEX pays higher dividends than JVMAX: LSVEX (1.82) vs JVMAX (0.52). JVMAX was incepted earlier than LSVEX: JVMAX (29 years) vs LSVEX (27 years). JVMAX (1.11) is less costly to investors than LSVEX (0.67). JVMAX is a more actively managed with annual turnover of: 49.00 vs. LSVEX (12.00). JVMAX has a lower initial minimum investment than LSVEX: JVMAX (1000) vs LSVEX (100000). JVMAX annual gain was more profitable for investors over the last year : 4.15 vs. LSVEX (1.93). JVMAX return over 5 years is better than : 19.61 vs. LSVEX (10.75).
| JVMAX | LSVEX | JVMAX / LSVEX | |
| Total Expense Ratio | 1.10 | 0.67 | 164% |
| Annual Report Gross Expense Ratio | 1.11 | 0.67 | 166% |
| Fund Existence | 29 years | 27 years | - |
| Gain YTD | 5.161 | 4.107 | 126% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25B | 1.11B | 2,248% |
| Annual Yield % from dividends | 0.52 | 1.82 | 29% |
| Returns for 1 year | 4.15 | 1.93 | 215% |
| Returns for 3 years | 9.50 | 10.59 | 90% |
| Returns for 5 years | 19.61 | 10.75 | 182% |
| Returns for 10 years | 70.92 | 60.71 | 117% |
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