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JVMIX vs LYRBX
JVMIX vs LYRBX Comparison
Open Charts JVMIX vs LYRBX
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Lyrical US Value Equity Investor
Price$28.85
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets1.1B
JVMIX vs LYRBX Comparison Chart in %
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JVMIX vs. LYRBX commentary
Jul 28, 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 JVMIX is a StrongBuy and LYRBX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. LYRBX (1.1B). JVMIX pays higher dividends than LYRBX: JVMIX (0.78) vs LYRBX (0.00). JVMIX was incepted earlier than LYRBX: JVMIX (28 years) vs LYRBX (11 years). LYRBX (1.71) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 49.00 vs. LYRBX (13.00). LYRBX has a lower initial minimum investment than JVMIX: LYRBX (2500) vs JVMIX (250000). LYRBX annual gain was more profitable for investors over the last year : 18.72 vs. JVMIX (1.20). LYRBX return over 5 years is better than : 117.43 vs. JVMIX (58.07).
| JVMIX | LYRBX | JVMIX / LYRBX | |
| Total Expense Ratio | 0.87 | 1.24 | 70% |
| Annual Report Gross Expense Ratio | 0.88 | 1.71 | 51% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 9.314 | 12.607 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.1B | 2,096% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | 1.20 | 18.72 | 6% |
| Returns for 3 years | 21.47 | 53.22 | 40% |
| Returns for 5 years | 58.07 | 117.43 | 49% |
| Returns for 10 years | 50.28 | 88.83 | 57% |
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