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JVMIX vs LMCTX
JVMIX vs LMCTX Comparison
Open Charts JVMIX vs LMCTX
JHancock Disciplined Value Mid Cap I
Price$28.80
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.6B
Lord Abbett Mid Cap Stock R5
Price$34.25
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets1.14B
JVMIX vs LMCTX Comparison Chart in %
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JVMIX vs. LMCTX commentary
Jan 15, 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 JVMIX is a Hold and LMCTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.6B vs. LMCTX (1.14B). JVMIX pays higher dividends than LMCTX: JVMIX (0.75) vs LMCTX (0.68). JVMIX was incepted earlier than LMCTX: JVMIX (29 years) vs LMCTX (11 years). JVMIX (0.86) is less costly to investors than LMCTX (0.77). LMCTX is a more actively managed with annual turnover of: 53.00 vs. JVMIX (49.00). LMCTX has a lower initial minimum investment than JVMIX: LMCTX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 6.20 vs. LMCTX (2.13). JVMIX return over 5 years is better than : 22.06 vs. LMCTX (19.55).
| JVMIX | LMCTX | JVMIX / LMCTX | |
| Total Expense Ratio | 0.85 | 0.77 | 110% |
| Annual Report Gross Expense Ratio | 0.86 | 0.77 | 112% |
| Fund Existence | 29 years | 11 years | - |
| Gain YTD | 4.842 | 2.946 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.6B | 1.14B | 2,160% |
| Annual Yield % from dividends | 0.75 | 0.68 | 111% |
| Returns for 1 year | 6.20 | 2.13 | 291% |
| Returns for 3 years | 14.75 | 20.02 | 74% |
| Returns for 5 years | 22.06 | 19.55 | 113% |
| Returns for 10 years | 74.98 | 66.15 | 113% |
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