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JVMRX vs TCVIX
JVMRX vs TCVIX Comparison
Open Charts JVMRX vs TCVIX
JHancock Disciplined Value Mid Cap R6
Price$24.89
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets19.44B
Touchstone Mid Cap Value Inst
Price$21.15
Change+$0.11 (+0.52%)
VolumeN/A
Net Assets511.51M
JVMRX vs TCVIX Comparison Chart
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JVMRX vs. TCVIX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.4B vs. TCVIX (512M). JVMRX pays higher dividends than TCVIX: JVMRX (0.94) vs TCVIX (0.74). 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 : -4.88 vs. JVMRX (-10.95). JVMRX return over 5 years is better than : 49.07 vs. TCVIX (44.03).
| 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 | -8.463 | -6.801 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 512M | 3,789% |
| Annual Yield % from dividends | 0.94 | 0.74 | 127% |
| Returns for 1 year | -10.95 | -4.88 | 224% |
| Returns for 3 years | -7.58 | -9.83 | 77% |
| Returns for 5 years | 49.07 | 44.03 | 111% |
| Returns for 10 years | 23.85 | 32.10 | 74% |
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