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JVMSX vs LSVMX
JVMSX vs LSVMX Comparison
Open Charts JVMSX vs LSVMX
JHancock Disciplined Value Mid Cap R2
Price$28.72
Change-$0.74 (-2.51%)
VolumeN/A
Net Assets24.73B
LSV US Managed Volatility Institutional
Price$9.89
Change-$1.42 (-12.56%)
VolumeN/A
Net Assets25.4M
JVMSX vs LSVMX Comparison Chart in %
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JVMSX vs. LSVMX 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 JVMSX is a Buy and LSVMX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. LSVMX (25.4M). LSVMX pays higher dividends than JVMSX: LSVMX (1.89) vs JVMSX (0.37). JVMSX was incepted earlier than LSVMX: JVMSX (14 years) vs LSVMX (12 years). JVMSX (1.25) is less costly to investors than LSVMX (0.87). JVMSX is a more actively managed with annual turnover of: 49.00 vs. LSVMX (30.00). JVMSX has a lower initial minimum investment than LSVMX: JVMSX (0) vs LSVMX (100000). JVMSX annual gain was more profitable for investors over the last year : 4.49 vs. LSVMX (-2.73). JVMSX return over 5 years is better than : 20.95 vs. LSVMX (-4.11).
| JVMSX | LSVMX | JVMSX / LSVMX | |
| Total Expense Ratio | 1.24 | 0.55 | 225% |
| Annual Report Gross Expense Ratio | 1.25 | 0.87 | 144% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 5.163 | 3.236 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 25.4M | 97,244% |
| Annual Yield % from dividends | 0.37 | 1.89 | 20% |
| Returns for 1 year | 4.49 | -2.73 | -165% |
| Returns for 3 years | 10.32 | -8.54 | -121% |
| Returns for 5 years | 20.95 | -4.11 | -509% |
| Returns for 10 years | 73.49 | 24.69 | 298% |
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