Ad is loading...
Ad is loading...
JVMTX vs TCVAX
JVMTX vs TCVAX Comparison
Open Charts JVMTX vs TCVAX
JHancock Disciplined Value Mid Cap R4
Price$31.30
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
Touchstone Mid Cap Value A
Price$24.60
Change-$0.16 (-0.65%)
VolumeN/A
CapitalizationN/A
JVMTX vs TCVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. TCVAX commentary
Nov 18, 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 JVMTX is a Buy and TCVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.8B vs. TCVAX (629M). TCVAX pays higher dividends than JVMTX: TCVAX (0.84) vs JVMTX (0.73). JVMTX was incepted earlier than TCVAX: JVMTX (11 years) vs TCVAX (15 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. TCVAX (21.00). JVMTX has a lower initial minimum investment than TCVAX: JVMTX (0) vs TCVAX (2500). TCVAX (21.87) and JVMTX (21.44) have marching annual gain over last year. JVMTX return over 5 years is better than : 44.38 vs. TCVAX (33.90).
| JVMTX | TCVAX | JVMTX / TCVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 14.484 | 13.103 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 629M | 3,784% |
| Annual Yield % from dividends | 0.73 | 0.84 | 87% |
| Returns for 1 year | 21.44 | 21.87 | 98% |
| Returns for 3 years | 7.23 | -2.89 | -250% |
| Returns for 5 years | 44.38 | 33.90 | 131% |
| Returns for 10 years | 60.91 | 48.62 | 125% |
View a ticker or compare two or three
VS
VS
Ad is loading...