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JVMRX vs TCVYX
JVMRX vs TCVYX Comparison
Open Charts JVMRX vs TCVYX
JHancock Disciplined Value Mid Cap R6
Price$24.09
Change-$1.34 (-5.27%)
VolumeN/A
Net Assets19.09B
Touchstone Mid Cap Value Y
Price$20.42
Change-$1.17 (-5.42%)
VolumeN/A
Net Assets482.17M
JVMRX vs TCVYX Comparison Chart
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JVMRX vs. TCVYX commentary
Apr 08, 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 Hold and TCVYX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.1B vs. TCVYX (482M). JVMRX pays higher dividends than TCVYX: JVMRX (0.94) vs TCVYX (0.65). JVMRX was incepted earlier than TCVYX: JVMRX (14 years) vs TCVYX (16 years). TCVYX (1.21) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. TCVYX (37.00). TCVYX has a lower initial minimum investment than JVMRX: TCVYX (2500) vs JVMRX (1000000). TCVYX annual gain was more profitable for investors over the last year : -11.24 vs. JVMRX (-16.73). JVMRX return over 5 years is better than : 70.79 vs. TCVYX (62.98).
| JVMRX | TCVYX | JVMRX / TCVYX | |
| Total Expense Ratio | 0.75 | 0.99 | 76% |
| Annual Report Gross Expense Ratio | 0.76 | 1.21 | 63% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | -10.579 | -9.646 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1B | 482M | 3,963% |
| Annual Yield % from dividends | 0.94 | 0.65 | 144% |
| Returns for 1 year | -16.73 | -11.24 | 149% |
| Returns for 3 years | -9.72 | -12.39 | 78% |
| Returns for 5 years | 70.79 | 62.98 | 112% |
| Returns for 10 years | 21.28 | 25.23 | 84% |
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