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JVMRX vs TCVIX
JVMRX vs TCVIX Comparison
Open Charts JVMRX vs TCVIX
JHancock Disciplined Value Mid Cap R6
Price$28.19
Change+$0.26 (+0.93%)
VolumeN/A
Net Assets23.09B
Touchstone Mid Cap Value Inst
Price$23.94
Change+$0.27 (+1.14%)
VolumeN/A
Net Assets598.13M
JVMRX vs TCVIX Comparison Chart
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JVMRX vs. TCVIX commentary
Jan 31, 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 StrongBuy and TCVIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. TCVIX (598M). 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 annual gain was more profitable for investors over the last year : 8.81 vs. JVMRX (4.64). JVMRX return over 5 years is better than : 31.79 vs. TCVIX (28.55).
| 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 | 3.675 | 3.861 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 598M | 3,863% |
| Annual Yield % from dividends | 0.93 | 0.91 | 103% |
| Returns for 1 year | 4.64 | 8.81 | 53% |
| Returns for 3 years | 4.90 | 2.02 | 243% |
| Returns for 5 years | 31.79 | 28.55 | 111% |
| Returns for 10 years | 48.05 | 52.50 | 92% |
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