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JVMTX vs TCVAX
JVMTX vs TCVAX Comparison
Open Charts JVMTX vs TCVAX
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Touchstone Mid Cap Value A
Price$23.34
Change+$0.13 (+0.56%)
VolumeN/A
Net Assets571.94M
JVMTX vs TCVAX Comparison Chart in %
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JVMTX vs. TCVAX commentary
Jul 07, 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 JVMTX is a StrongBuy and TCVAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. TCVAX (572M). JVMTX pays higher dividends than TCVAX: JVMTX (0.65) vs TCVAX (0.53). JVMTX was incepted earlier than TCVAX: JVMTX (12 years) vs TCVAX (16 years). TCVAX (1.50) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. TCVAX (37.00). JVMTX has a lower initial minimum investment than TCVAX: JVMTX (0) vs TCVAX (2500). TCVAX annual gain was more profitable for investors over the last year : 5.12 vs. JVMTX (3.31). JVMTX return over 5 years is better than : 61.96 vs. TCVAX (46.50).
| JVMTX | TCVAX | JVMTX / TCVAX | |
| Total Expense Ratio | 1.00 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.11 | 1.50 | 74% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 8.361 | 4.290 | 195% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 572M | 3,951% |
| Annual Yield % from dividends | 0.65 | 0.53 | 122% |
| Returns for 1 year | 3.31 | 5.12 | 65% |
| Returns for 3 years | 23.47 | 12.31 | 191% |
| Returns for 5 years | 61.96 | 46.50 | 133% |
| Returns for 10 years | 46.97 | 44.63 | 105% |
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