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JVMSX vs TCVAX
JVMSX vs TCVAX Comparison
Open Charts JVMSX vs TCVAX
JHancock Disciplined Value Mid Cap R2
Price$26.50
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets20.89B
Touchstone Mid Cap Value A
Price$21.87
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets546.68M
JVMSX vs TCVAX Comparison Chart
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JVMSX vs. TCVAX commentary
May 11, 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 JVMSX is a Buy and TCVAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.9B vs. TCVAX (547M). TCVAX pays higher dividends than JVMSX: TCVAX (0.56) vs JVMSX (0.46). JVMSX was incepted earlier than TCVAX: JVMSX (13 years) vs TCVAX (16 years). TCVAX (1.50) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 47.00 vs. TCVAX (37.00). JVMSX has a lower initial minimum investment than TCVAX: JVMSX (0) vs TCVAX (2500). TCVAX annual gain was more profitable for investors over the last year : -5.03 vs. JVMSX (-8.06). JVMSX return over 5 years is better than : 52.90 vs. TCVAX (43.21).
| JVMSX | TCVAX | JVMSX / TCVAX | |
| Total Expense Ratio | 1.25 | 1.24 | 101% |
| Annual Report Gross Expense Ratio | 1.26 | 1.50 | 84% |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | -1.156 | -2.279 | 51% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 547M | 3,821% |
| Annual Yield % from dividends | 0.46 | 0.56 | 81% |
| Returns for 1 year | -8.06 | -5.03 | 160% |
| Returns for 3 years | 6.19 | 1.12 | 555% |
| Returns for 5 years | 52.90 | 43.21 | 122% |
| Returns for 10 years | 30.02 | 33.02 | 91% |
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