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JVMSX vs LMCQX
JVMSX vs LMCQX Comparison
Open Charts JVMSX vs LMCQX
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
Lord Abbett Mid Cap Stock R2
Price$32.14
Change-$0.23 (-0.71%)
VolumeN/A
Net Assets1.1B
JVMSX vs LMCQX Comparison Chart in %
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JVMSX vs. LMCQX commentary
Aug 18, 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 JVMSX is a Buy and LMCQX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. LMCQX (1.1B). JVMSX pays higher dividends than LMCQX: JVMSX (0.41) vs LMCQX (0.24). JVMSX was incepted earlier than LMCQX: JVMSX (13 years) vs LMCQX (17 years). LMCQX (1.38) is less costly to investors than JVMSX (1.26). LMCQX is a more actively managed with annual turnover of: 53.00 vs. JVMSX (49.00). JVMSX (0) and LMCQX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 0.34 vs. LMCQX (-7.67). JVMSX return over 5 years is better than : 48.09 vs. LMCQX (31.80).
| JVMSX | LMCQX | JVMSX / LMCQX | |
| Total Expense Ratio | 1.25 | 1.38 | 91% |
| Annual Report Gross Expense Ratio | 1.26 | 1.38 | 91% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 8.728 | -2.753 | -317% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.1B | 2,142% |
| Annual Yield % from dividends | 0.41 | 0.24 | 171% |
| Returns for 1 year | 0.34 | -7.67 | -4% |
| Returns for 3 years | 10.96 | 5.20 | 211% |
| Returns for 5 years | 48.09 | 31.80 | 151% |
| Returns for 10 years | 41.60 | 24.51 | 170% |