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JVMSX vs LYRBX
JVMSX vs LYRBX Comparison
Open Charts JVMSX vs LYRBX
JHancock Disciplined Value Mid Cap R2
Price$29.87
Change+$0.31 (+1.05%)
VolumeN/A
Net Assets24.25B
Lyrical US Value Equity Investor
Price$29.73
Change+$0.26 (+0.88%)
VolumeN/A
Net Assets1.13B
JVMSX vs LYRBX Comparison Chart in %
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JVMSX vs. LYRBX commentary
Sep 28, 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 Hold and LYRBX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B 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 : 12.40 vs. JVMSX (-1.31). LYRBX return over 5 years is better than : 122.57 vs. JVMSX (59.77).
| JVMSX | LYRBX | JVMSX / LYRBX | |
| Total Expense Ratio | 1.24 | 1.24 | 100% |
| Annual Report Gross Expense Ratio | 1.25 | 1.71 | 73% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 11.414 | 16.042 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.13B | 2,134% |
| Annual Yield % from dividends | 0.40 | 0.00 | - |
| Returns for 1 year | -1.31 | 12.40 | -11% |
| Returns for 3 years | 33.81 | 75.75 | 45% |
| Returns for 5 years | 59.77 | 122.57 | 49% |
| Returns for 10 years | 60.91 | 111.56 | 55% |
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