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JVMAX vs TCVYX
JVMAX vs TCVYX Comparison
Open Charts JVMAX vs TCVYX
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
Touchstone Mid Cap Value Y
Price$24.86
Change-$0.16 (-0.64%)
VolumeN/A
CapitalizationN/A
JVMAX vs TCVYX Comparison Chart
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JVMAX vs. TCVYX commentary
Nov 18, 2024
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 JVMAX is a Buy and TCVYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.8B vs. TCVYX (629M). TCVYX pays higher dividends than JVMAX: TCVYX (0.89) vs JVMAX (0.67). JVMAX was incepted earlier than TCVYX: JVMAX (27 years) vs TCVYX (15 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. TCVYX (21.00). JVMAX has a lower initial minimum investment than TCVYX: JVMAX (1000) vs TCVYX (2500). TCVYX (22.14) and JVMAX (21.07) have marching annual gain over last year. JVMAX return over 5 years is better than : 42.69 vs. TCVYX (35.31).
| JVMAX | TCVYX | JVMAX / TCVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 15 years | - |
| Gain YTD | 14.313 | 13.361 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 629M | 3,784% |
| Annual Yield % from dividends | 0.67 | 0.89 | 75% |
| Returns for 1 year | 21.07 | 22.14 | 95% |
| Returns for 3 years | 6.26 | -2.33 | -269% |
| Returns for 5 years | 42.69 | 35.31 | 121% |
| Returns for 10 years | 56.97 | 52.24 | 109% |