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JVMTX vs LSVMX
JVMTX vs LSVMX Comparison
Open Charts JVMTX vs LSVMX
JHancock Disciplined Value Mid Cap R4
Price$30.31
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets24.51B
LSV US Managed Volatility Institutional
Price$11.57
Change+$0.07 (+0.61%)
VolumeN/A
Net Assets24.6M
JVMTX vs LSVMX Comparison Chart in %
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JVMTX vs. LSVMX commentary
Dec 05, 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 JVMTX is a Buy and LSVMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. LSVMX (24.6M). LSVMX pays higher dividends than JVMTX: LSVMX (2.81) vs JVMTX (0.61). JVMTX was incepted earlier than LSVMX: JVMTX (12 years) vs LSVMX (11 years). JVMTX (1.10) is less costly to investors than LSVMX (0.78). JVMTX is a more actively managed with annual turnover of: 49.00 vs. LSVMX (18.00). JVMTX has a lower initial minimum investment than LSVMX: JVMTX (0) vs LSVMX (100000). LSVMX annual gain was more profitable for investors over the last year : -4.12 vs. JVMTX (-5.32). JVMTX return over 5 years is better than : 31.22 vs. LSVMX (10.36).
| JVMTX | LSVMX | JVMTX / LSVMX | |
| Total Expense Ratio | 0.99 | 0.55 | 180% |
| Annual Report Gross Expense Ratio | 1.10 | 0.78 | 141% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 12.449 | 14.554 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 24.6M | 99,593% |
| Annual Yield % from dividends | 0.61 | 2.81 | 22% |
| Returns for 1 year | -5.32 | -4.12 | 129% |
| Returns for 3 years | 14.68 | -4.12 | -356% |
| Returns for 5 years | 31.22 | 10.36 | 301% |
| Returns for 10 years | 49.60 | 36.96 | 134% |
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