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JVMTX vs LVAMX
JVMTX vs LVAMX Comparison
Open Charts JVMTX vs LVAMX
JHancock Disciplined Value Mid Cap R4
Price$30.26
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
LSV US Managed Volatility Investor
Price$11.70
Change+$0.08 (+0.69%)
VolumeN/A
Net Assets24.6M
JVMTX vs LVAMX Comparison Chart in %
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JVMTX vs. LVAMX commentary
Dec 04, 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 LVAMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. LVAMX (24.6M). LVAMX pays higher dividends than JVMTX: LVAMX (2.57) vs JVMTX (0.61). JVMTX was incepted earlier than LVAMX: JVMTX (12 years) vs LVAMX (11 years). JVMTX (1.10) is less costly to investors than LVAMX (1.03). JVMTX is a more actively managed with annual turnover of: 49.00 vs. LVAMX (18.00). JVMTX has a lower initial minimum investment than LVAMX: JVMTX (0) vs LVAMX (1000). LVAMX annual gain was more profitable for investors over the last year : -4.99 vs. JVMTX (-6.05). JVMTX return over 5 years is better than : 32.95 vs. LVAMX (9.75).
| JVMTX | LVAMX | JVMTX / LVAMX | |
| Total Expense Ratio | 0.99 | 0.80 | 124% |
| Annual Report Gross Expense Ratio | 1.10 | 1.03 | 107% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 11.891 | 13.685 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 24.6M | 99,593% |
| Annual Yield % from dividends | 0.61 | 2.57 | 24% |
| Returns for 1 year | -6.05 | -4.99 | 121% |
| Returns for 3 years | 14.12 | -5.07 | -278% |
| Returns for 5 years | 32.95 | 9.75 | 338% |
| Returns for 10 years | 48.86 | 33.57 | 146% |
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