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JVMRX vs TCVIX
JVMRX vs TCVIX Comparison
Open Charts JVMRX vs TCVIX
JHancock Disciplined Value Mid Cap R6
Price$27.85
Change+$0.27 (+0.98%)
VolumeN/A
Net Assets21.45B
Touchstone Mid Cap Value Inst
Price$22.89
Change+$0.24 (+1.06%)
VolumeN/A
Net Assets548.73M
JVMRX vs TCVIX Comparison Chart
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JVMRX vs. TCVIX 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 TCVIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.5B vs. TCVIX (549M). JVMRX pays higher dividends than TCVIX: JVMRX (0.91) vs TCVIX (0.73). JVMRX was incepted earlier than TCVIX: JVMRX (14 years) vs TCVIX (16 years). TCVIX (0.98) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. TCVIX (37.00). TCVIX has a lower initial minimum investment than JVMRX: TCVIX (500000) vs JVMRX (1000000). TCVIX annual gain was more profitable for investors over the last year : 0.19 vs. JVMRX (-2.97). JVMRX return over 5 years is better than : 40.13 vs. TCVIX (31.74).
| JVMRX | TCVIX | JVMRX / TCVIX | |
| Total Expense Ratio | 0.75 | 0.86 | 87% |
| Annual Report Gross Expense Ratio | 0.76 | 0.98 | 78% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 2.376 | -0.614 | -387% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 549M | 3,916% |
| Annual Yield % from dividends | 0.91 | 0.73 | 124% |
| Returns for 1 year | -2.97 | 0.19 | -1,585% |
| Returns for 3 years | 4.82 | -3.44 | -140% |
| Returns for 5 years | 40.13 | 31.74 | 126% |
| Returns for 10 years | 38.58 | 40.71 | 95% |
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