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JVMSX vs LMCSX
JVMSX vs LMCSX Comparison
Open Charts JVMSX vs LMCSX
JHancock Disciplined Value Mid Cap R2
Price$29.29
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.55B
Lord Abbett Mid Cap Stock R4
Price$33.05
Change+$0.23 (+0.70%)
VolumeN/A
Net Assets1.1B
JVMSX vs LMCSX Comparison Chart in %
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JVMSX vs. LMCSX commentary
Aug 20, 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 LMCSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.5B vs. LMCSX (1.1B). LMCSX pays higher dividends than JVMSX: LMCSX (0.55) vs JVMSX (0.41). JVMSX was incepted earlier than LMCSX: JVMSX (13 years) vs LMCSX (10 years). JVMSX (1.26) is less costly to investors than LMCSX (1.03). LMCSX is a more actively managed with annual turnover of: 53.00 vs. JVMSX (49.00). JVMSX (0) and LMCSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -0.24 vs. LMCSX (-7.88). JVMSX return over 5 years is better than : 52.01 vs. LMCSX (37.59).
| JVMSX | LMCSX | JVMSX / LMCSX | |
| Total Expense Ratio | 1.25 | 1.03 | 121% |
| Annual Report Gross Expense Ratio | 1.26 | 1.03 | 122% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 9.250 | -2.438 | -379% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 1.1B | 2,132% |
| Annual Yield % from dividends | 0.41 | 0.55 | 74% |
| Returns for 1 year | -0.24 | -7.88 | 3% |
| Returns for 3 years | 13.24 | 8.19 | 162% |
| Returns for 5 years | 52.01 | 37.59 | 138% |
| Returns for 10 years | 50.35 | 35.74 | 141% |
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