Ad is loading...
JVMRX vs TCVIX
JVMRX vs TCVIX Comparison
Open Charts JVMRX vs TCVIX
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Touchstone Mid Cap Value Inst
Price$24.19
Change-$0.15 (-0.62%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JVMRX vs TCVIX Comparison Chart
Loading...
JVMRX vs. TCVIX commentary
Sep 21, 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 StrongSell.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. TCVIX (615M). 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). JVMRX annual gain was more profitable for investors over the last year : 16.48 vs. TCVIX (14.60). JVMRX return over 5 years is better than : 43.53 vs. TCVIX (36.92).
| 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 | 10.234 | 9.009 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 615M | 3,805% |
| Annual Yield % from dividends | 0.93 | 0.91 | 103% |
| Returns for 1 year | 16.48 | 14.60 | 113% |
| Returns for 3 years | 10.98 | 2.32 | 473% |
| Returns for 5 years | 43.53 | 36.92 | 118% |
| Returns for 10 years | 61.39 | 50.06 | 123% |