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JVMSX vs LYRBX
JVMSX vs LYRBX Comparison
Open Charts JVMSX vs LYRBX
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
Lyrical US Value Equity Investor
Price$29.05
Change-$0.17 (-0.58%)
VolumeN/A
Net Assets1.11B
JVMSX vs LYRBX Comparison Chart in %
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JVMSX vs. LYRBX 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 LYRBX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. LYRBX (1.11B). JVMSX pays higher dividends than LYRBX: JVMSX (0.41) vs LYRBX (0.00). JVMSX was incepted earlier than LYRBX: JVMSX (13 years) vs LYRBX (11 years). LYRBX (1.71) is less costly to investors than JVMSX (1.26). 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 : 15.60 vs. JVMSX (0.34). LYRBX return over 5 years is better than : 106.45 vs. JVMSX (48.09).
| JVMSX | LYRBX | JVMSX / LYRBX | |
| Total Expense Ratio | 1.25 | 1.24 | 101% |
| Annual Report Gross Expense Ratio | 1.26 | 1.71 | 74% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 8.728 | 13.388 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.11B | 2,126% |
| Annual Yield % from dividends | 0.41 | 0.00 | - |
| Returns for 1 year | 0.34 | 15.60 | 2% |
| Returns for 3 years | 10.96 | 40.60 | 27% |
| Returns for 5 years | 48.09 | 106.45 | 45% |
| Returns for 10 years | 41.60 | 85.96 | 48% |
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