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JVMRX vs TCVIX
JVMRX vs TCVIX Comparison
Open Charts JVMRX vs TCVIX
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
Touchstone Mid Cap Value Inst
Price$23.82
Change+$0.13 (+0.55%)
VolumeN/A
Net Assets571.94M
JVMRX vs TCVIX Comparison Chart in %
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JVMRX vs. TCVIX commentary
Jul 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 StrongBuy and TCVIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. TCVIX (572M). JVMRX pays higher dividends than TCVIX: JVMRX (0.88) vs TCVIX (0.71). 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 : 5.59 vs. JVMRX (3.59). JVMRX return over 5 years is better than : 63.32 vs. TCVIX (49.07).
| 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 | 8.500 | 4.520 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 572M | 3,951% |
| Annual Yield % from dividends | 0.88 | 0.71 | 123% |
| Returns for 1 year | 3.59 | 5.59 | 64% |
| Returns for 3 years | 24.14 | 13.58 | 178% |
| Returns for 5 years | 63.32 | 49.07 | 129% |
| Returns for 10 years | 49.30 | 50.33 | 98% |
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