JVMSX
Price
$29.93
Change
+$0.44 (+1.49%)
Updated
Sep 4 closing price
Net Assets
24.32B
LYRBX
Price
$29.69
Change
+$0.30 (+1.02%)
Updated
Sep 4 closing price
Net Assets
1.13B
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JVMSX vs LYRBX

Header iconJVMSX vs LYRBX Comparison
Open Charts JVMSX vs LYRBXBanner chart's image
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.32B
Lyrical US Value Equity Investor
Price$29.69
Change+$0.30 (+1.02%)
VolumeN/A
Net Assets1.13B
JVMSX vs LYRBX Comparison Chart in %
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JVMSX vs. LYRBX commentary
Sep 08, 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 LYRBX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. LYRBX (1.13B). JVMSX pays higher dividends than LYRBX: JVMSX (0.40) vs LYRBX (0.00). JVMSX was incepted earlier than LYRBX: JVMSX (14 years) vs LYRBX (12 years). LYRBX (1.71) is less costly to investors than JVMSX (1.25). JVMSX is a more actively managed with annual turnover of: 49.00 vs. LYRBX (13.00). JVMSX has a lower initial minimum investment than LYRBX: JVMSX (0) vs LYRBX (2500). LYRBX annual gain was more profitable for investors over the last year : 17.91 vs. JVMSX (2.39). LYRBX return over 5 years is better than : 111.00 vs. JVMSX (52.66).
JVMSXLYRBXJVMSX / LYRBX
Total Expense Ratio1.241.24100%
Annual Report Gross Expense Ratio1.251.7173%
Fund Existence14 years12 years-
Gain YTD11.63715.88673%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets24.3B1.13B2,143%
Annual Yield % from dividends0.400.00-
Returns for 1 year2.3917.9113%
Returns for 3 years23.8158.9440%
Returns for 5 years52.66111.0047%
Returns for 10 years54.4899.5855%
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