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JVMSX vs TCVIX
JVMSX vs TCVIX Comparison
Open Charts JVMSX vs TCVIX
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Touchstone Mid Cap Value Inst
Price$22.85
Change-$0.26 (-1.13%)
VolumeN/A
Net Assets552.52M
JVMSX vs TCVIX Comparison Chart
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JVMSX vs. TCVIX commentary
Jun 16, 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 StrongBuy and TCVIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. TCVIX (553M). TCVIX pays higher dividends than JVMSX: TCVIX (0.73) vs JVMSX (0.43). JVMSX was incepted earlier than TCVIX: JVMSX (13 years) vs TCVIX (16 years). JVMSX (1.26) is less costly to investors than TCVIX (0.98). JVMSX is a more actively managed with annual turnover of: 47.00 vs. TCVIX (37.00). JVMSX has a lower initial minimum investment than TCVIX: JVMSX (0) vs TCVIX (500000). TCVIX annual gain was more profitable for investors over the last year : 1.83 vs. JVMSX (-3.29). JVMSX return over 5 years is better than : 50.13 vs. TCVIX (43.34).
| JVMSX | TCVIX | JVMSX / TCVIX | |
| Total Expense Ratio | 1.25 | 0.86 | 145% |
| Annual Report Gross Expense Ratio | 1.26 | 0.98 | 129% |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 2.313 | 0.263 | 878% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 553M | 3,888% |
| Annual Yield % from dividends | 0.43 | 0.73 | 59% |
| Returns for 1 year | -3.29 | 1.83 | -180% |
| Returns for 3 years | 15.80 | 9.68 | 163% |
| Returns for 5 years | 50.13 | 43.34 | 116% |
| Returns for 10 years | 33.43 | 40.65 | 82% |
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