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JVMIX vs LYRBX
JVMIX vs LYRBX Comparison
Open Charts JVMIX vs LYRBX
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Lyrical US Value Equity Investor
Price$28.87
Change+$0.24 (+0.84%)
VolumeN/A
Net Assets1.1B
JVMIX vs LYRBX Comparison Chart in %
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JVMIX vs. LYRBX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B 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: 47.00 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 : 21.25 vs. JVMIX (3.45). LYRBX return over 5 years is better than : 129.77 vs. JVMIX (62.76).
| 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 | 8.423 | 12.685 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.1B | 2,062% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | 3.45 | 21.25 | 16% |
| Returns for 3 years | 23.84 | 58.79 | 41% |
| Returns for 5 years | 62.76 | 129.77 | 48% |
| Returns for 10 years | 48.34 | 82.74 | 58% |
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