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JVMTX vs LYRBX
JVMTX vs LYRBX Comparison
Open Charts JVMTX vs LYRBX
JHancock Disciplined Value Mid Cap R4
Price$30.04
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
Lyrical US Value Equity Investor
Price$29.73
Change+$0.26 (+0.88%)
VolumeN/A
Net Assets1.13B
JVMTX vs LYRBX Comparison Chart in %
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JVMTX 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 JVMTX is a Hold and LYRBX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. LYRBX (1.13B). JVMTX pays higher dividends than LYRBX: JVMTX (0.62) vs LYRBX (0.00). JVMTX was incepted earlier than LYRBX: JVMTX (12 years) vs LYRBX (12 years). LYRBX (1.71) 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 : 12.40 vs. JVMTX (-1.02). LYRBX return over 5 years is better than : 122.57 vs. JVMTX (61.22).
| JVMTX | LYRBX | JVMTX / LYRBX | |
| Total Expense Ratio | 0.99 | 1.24 | 80% |
| Annual Report Gross Expense Ratio | 1.10 | 1.71 | 64% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 11.631 | 16.042 | 73% |
| 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 | 0.62 | 0.00 | - |
| Returns for 1 year | -1.02 | 12.40 | -8% |
| Returns for 3 years | 34.61 | 75.75 | 46% |
| Returns for 5 years | 61.22 | 122.57 | 50% |
| Returns for 10 years | 63.56 | 111.56 | 57% |
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