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JVMRX vs TCVIX
JVMRX vs TCVIX Comparison
Open Charts JVMRX vs TCVIX
JHancock Disciplined Value Mid Cap R6
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
Touchstone Mid Cap Value Inst
Price$22.33
Change+$0.15 (+0.68%)
VolumeN/A
Net Assets543.05M
JVMRX vs TCVIX Comparison Chart
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JVMRX vs. TCVIX commentary
May 09, 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: 20.6B vs. TCVIX (543M). JVMRX pays higher dividends than TCVIX: JVMRX (0.96) vs TCVIX (0.76). 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 : -4.29 vs. JVMRX (-7.91). JVMRX return over 5 years is better than : 53.53 vs. TCVIX (44.96).
| 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 | -2.227 | -2.677 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 543M | 3,794% |
| Annual Yield % from dividends | 0.96 | 0.76 | 127% |
| Returns for 1 year | -7.91 | -4.29 | 185% |
| Returns for 3 years | 5.83 | 1.30 | 448% |
| Returns for 5 years | 53.53 | 44.96 | 119% |
| Returns for 10 years | 31.98 | 36.92 | 87% |
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