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JVMIX vs LYRBX
JVMIX vs LYRBX Comparison
Open Charts JVMIX vs LYRBX
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
Lyrical US Value Equity Investor
Price$28.09
Change-$1.66 (-5.58%)
VolumeN/A
Net Assets1.15B
JVMIX vs LYRBX Comparison Chart in %
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JVMIX vs. LYRBX commentary
Feb 04, 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 Buy and LYRBX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. LYRBX (1.15B). JVMIX pays higher dividends than LYRBX: JVMIX (0.72) vs LYRBX (0.00). JVMIX was incepted earlier than LYRBX: JVMIX (29 years) vs LYRBX (12 years). LYRBX (1.62) is less costly to investors than JVMIX (0.86). 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 (5.05) and JVMIX (4.96) have marching annual gain over last year. LYRBX return over 5 years is better than : 53.07 vs. JVMIX (23.04).
| JVMIX | LYRBX | JVMIX / LYRBX | |
| Total Expense Ratio | 0.85 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.86 | 1.62 | 53% |
| Fund Existence | 29 years | 12 years | - |
| Gain YTD | 5.206 | -1.852 | -281% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 1.15B | 2,140% |
| Annual Yield % from dividends | 0.72 | 0.00 | - |
| Returns for 1 year | 4.96 | 5.05 | 98% |
| Returns for 3 years | 11.72 | 40.62 | 29% |
| Returns for 5 years | 23.04 | 53.07 | 43% |
| Returns for 10 years | 78.79 | 117.82 | 67% |
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