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JVMRX vs TCVAX
JVMRX vs TCVAX Comparison
Open Charts JVMRX vs TCVAX
JHancock Disciplined Value Mid Cap R6
Price$27.85
Change+$0.27 (+0.98%)
VolumeN/A
Net Assets21.45B
Touchstone Mid Cap Value A
Price$22.44
Change+$0.24 (+1.08%)
VolumeN/A
Net Assets548.73M
JVMRX vs TCVAX Comparison Chart
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JVMRX vs. TCVAX commentary
Jun 07, 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 Buy and TCVAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.5B vs. TCVAX (549M). JVMRX pays higher dividends than TCVAX: JVMRX (0.91) 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 : -0.29 vs. JVMRX (-2.97). JVMRX return over 5 years is better than : 40.13 vs. TCVAX (29.45).
| 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 | 2.376 | -0.804 | -295% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 549M | 3,916% |
| Annual Yield % from dividends | 0.91 | 0.55 | 166% |
| Returns for 1 year | -2.97 | -0.29 | 1,037% |
| Returns for 3 years | 4.82 | -4.41 | -109% |
| Returns for 5 years | 40.13 | 29.45 | 136% |
| Returns for 10 years | 38.58 | 35.42 | 109% |
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