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JVMTX vs LYRBX
JVMTX vs LYRBX Comparison
Open Charts JVMTX vs LYRBX
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
Lyrical US Value Equity Investor
Price$28.09
Change-$1.66 (-5.58%)
VolumeN/A
Net Assets1.15B
JVMTX vs LYRBX Comparison Chart in %
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JVMTX vs. LYRBX commentary
Feb 04, 2026
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 LYRBX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. LYRBX (1.15B). JVMTX pays higher dividends than LYRBX: JVMTX (0.60) vs LYRBX (0.00). JVMTX was incepted earlier than LYRBX: JVMTX (13 years) vs LYRBX (12 years). LYRBX (1.62) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. LYRBX (13.00). JVMTX has a lower initial minimum investment than LYRBX: JVMTX (0) vs LYRBX (2500). LYRBX annual gain was more profitable for investors over the last year : 5.05 vs. JVMTX (4.79). LYRBX return over 5 years is better than : 53.07 vs. JVMTX (22.28).
| JVMTX | LYRBX | JVMTX / LYRBX | |
| Total Expense Ratio | 0.99 | 1.24 | 80% |
| Annual Report Gross Expense Ratio | 1.10 | 1.62 | 68% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 5.177 | -1.852 | -280% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 1.15B | 2,140% |
| Annual Yield % from dividends | 0.60 | 0.00 | - |
| Returns for 1 year | 4.79 | 5.05 | 95% |
| Returns for 3 years | 11.22 | 40.62 | 28% |
| Returns for 5 years | 22.28 | 53.07 | 42% |
| Returns for 10 years | 76.80 | 117.82 | 65% |
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