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JVMTX vs TCVIX
JVMTX vs TCVIX Comparison
Open Charts JVMTX vs TCVIX
JHancock Disciplined Value Mid Cap R4
Price$30.90
Change-$0.36 (-1.15%)
VolumeN/A
CapitalizationN/A
Touchstone Mid Cap Value Inst
Price$23.51
Change-$0.23 (-0.97%)
VolumeN/A
CapitalizationN/A
JVMTX vs TCVIX Comparison Chart
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JVMTX vs. TCVIX commentary
Dec 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 Hold and TCVIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.7B vs. TCVIX (613M). TCVIX pays higher dividends than JVMTX: TCVIX (0.91) vs JVMTX (0.73). JVMTX was incepted earlier than TCVIX: JVMTX (11 years) vs TCVIX (15 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. TCVIX (21.00). JVMTX has a lower initial minimum investment than TCVIX: JVMTX (0) vs TCVIX (500000). JVMTX annual gain was more profitable for investors over the last year : 11.00 vs. TCVIX (7.53). JVMTX return over 5 years is better than : 41.32 vs. TCVIX (24.72).
| JVMTX | TCVIX | JVMTX / TCVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 13.021 | 6.428 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 613M | 3,866% |
| Annual Yield % from dividends | 0.73 | 0.91 | 80% |
| Returns for 1 year | 11.00 | 7.53 | 146% |
| Returns for 3 years | 17.45 | 1.59 | 1,095% |
| Returns for 5 years | 41.32 | 24.72 | 167% |
| Returns for 10 years | 59.48 | 48.98 | 121% |
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