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JVMRX vs TCVIX
JVMRX vs TCVIX Comparison
Open Charts JVMRX vs TCVIX
JHancock Disciplined Value Mid Cap R6
Price$31.39
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
Touchstone Mid Cap Value Inst
Price$25.07
Change-$0.17 (-0.67%)
VolumeN/A
CapitalizationN/A
JVMRX vs TCVIX Comparison Chart
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JVMRX vs. TCVIX 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 JVMRX is a Buy and TCVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.8B vs. TCVIX (629M). JVMRX (0.93) and TCVIX (0.91) have matching dividends . JVMRX was incepted earlier than TCVIX: JVMRX (13 years) vs TCVIX (15 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. TCVIX (21.00). TCVIX has a lower initial minimum investment than JVMRX: TCVIX (500000) vs JVMRX (1000000). TCVIX (22.31) and JVMRX (21.74) have marching annual gain over last year. JVMRX return over 5 years is better than : 45.54 vs. TCVIX (36.16).
| JVMRX | TCVIX | JVMRX / TCVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 14.730 | 13.490 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 629M | 3,784% |
| Annual Yield % from dividends | 0.93 | 0.91 | 103% |
| Returns for 1 year | 21.74 | 22.31 | 97% |
| Returns for 3 years | 7.78 | -2.02 | -386% |
| Returns for 5 years | 45.54 | 36.16 | 126% |
| Returns for 10 years | 63.39 | 54.39 | 117% |
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