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JVMRX vs TCVAX
JVMRX vs TCVAX Comparison
Open Charts JVMRX vs TCVAX
JHancock Disciplined Value Mid Cap R6
Price$24.72
Change+$0.37 (+1.52%)
VolumeN/A
Net Assets19.24B
Touchstone Mid Cap Value A
Price$20.61
Change+$0.31 (+1.53%)
VolumeN/A
Net Assets497.42M
JVMRX vs TCVAX Comparison Chart
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JVMRX vs. TCVAX commentary
Apr 12, 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 JVMRX is a Hold and TCVAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.2B vs. TCVAX (497M). JVMRX pays higher dividends than TCVAX: JVMRX (0.94) vs TCVAX (0.55). JVMRX was incepted earlier than TCVAX: JVMRX (14 years) vs TCVAX (16 years). TCVAX (1.50) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. TCVAX (37.00). TCVAX has a lower initial minimum investment than JVMRX: TCVAX (2500) vs JVMRX (1000000). TCVAX annual gain was more profitable for investors over the last year : -10.26 vs. JVMRX (-14.99). JVMRX return over 5 years is better than : 45.40 vs. TCVAX (36.70).
| JVMRX | TCVAX | JVMRX / TCVAX | |
| Total Expense Ratio | 0.75 | 1.24 | 60% |
| Annual Report Gross Expense Ratio | 0.76 | 1.50 | 51% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | -9.614 | -9.294 | 103% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2B | 497M | 3,863% |
| Annual Yield % from dividends | 0.94 | 0.55 | 171% |
| Returns for 1 year | -14.99 | -10.26 | 146% |
| Returns for 3 years | -7.97 | -12.03 | 66% |
| Returns for 5 years | 45.40 | 36.70 | 124% |
| Returns for 10 years | 22.35 | 22.82 | 98% |
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