JVMRX
Price
$28.34
Change
-$0.00 (-0.00%)
Updated
Feb 23, 6:59 PM EST
TCVAX
Price
$22.21
Change
-$0.00 (-0.00%)
Updated
Feb 23, 6:59 PM EST
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Analysis and predictions JVMRX vs TCVAX

Header iconJVMRX vs TCVAX Comparison
Open Charts JVMRX vs TCVAXBanner chart's image
JHancock Disciplined Value Mid Cap R6
Price$28.34
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Touchstone Mid Cap Value A
Price$22.21
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JVMRX vs TCVAX Comparison Chart

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VS
JVMRX vs. TCVAX commentary
Feb 26, 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 JVMRX is a Hold and TCVAX is a Hold.

FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.3B vs. TCVAX (796M). JVMRX pays higher dividends than TCVAX: JVMRX (1.03) vs TCVAX (0.92). JVMRX was incepted earlier than TCVAX: JVMRX (12 years) vs TCVAX (14 years). TCVAX (1.51) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 41.00 vs. TCVAX (21.00). TCVAX has a lower initial minimum investment than JVMRX: TCVAX (2500) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 10.38 vs. TCVAX (3.81). JVMRX return over 5 years is better than : 45.39 vs. TCVAX (34.06).
JVMRXTCVAXJVMRX / TCVAX
Total Expense Ratio0.751.2460%
Annual Report Gross Expense Ratio0.761.5150%
Fund Existence12 years14 years-
Gain YTD3.5822.115169%
Front LoadN/A5%-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/A1000-
Net Assets22.3B796M2,802%
Annual Yield % from dividends1.030.92113%
Returns for 1 year10.383.81272%
Returns for 3 years14.333.87370%
Returns for 5 years45.3934.06133%
Returns for 10 years63.6845.78139%
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