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JVMCX vs TCVAX
JVMCX vs TCVAX Comparison
Open Charts JVMCX vs TCVAX
JHancock Disciplined Value Mid Cap C
Price$24.96
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets20.89B
Touchstone Mid Cap Value A
Price$21.87
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets546.68M
JVMCX vs TCVAX Comparison Chart
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JVMCX vs. TCVAX commentary
May 11, 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 JVMCX is a Buy and TCVAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 20.9B vs. TCVAX (547M). TCVAX pays higher dividends than JVMCX: TCVAX (0.56) vs JVMCX (0.00). JVMCX was incepted earlier than TCVAX: JVMCX (14 years) vs TCVAX (16 years). JVMCX (1.88) is less costly to investors than TCVAX (1.50). JVMCX is a more actively managed with annual turnover of: 47.00 vs. TCVAX (37.00). JVMCX has a lower initial minimum investment than TCVAX: JVMCX (1000) vs TCVAX (2500). TCVAX annual gain was more profitable for investors over the last year : -5.03 vs. JVMCX (-9.17). JVMCX return over 5 years is better than : 48.07 vs. TCVAX (43.21).
| JVMCX | TCVAX | JVMCX / TCVAX | |
| Total Expense Ratio | 1.87 | 1.24 | 151% |
| Annual Report Gross Expense Ratio | 1.88 | 1.50 | 125% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | -1.344 | -2.279 | 59% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 547M | 3,821% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -9.17 | -5.03 | 182% |
| Returns for 3 years | 3.89 | 1.12 | 348% |
| Returns for 5 years | 48.07 | 43.21 | 111% |
| Returns for 10 years | 22.01 | 33.02 | 67% |
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