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JVMTX vs TCVIX
JVMTX vs TCVIX Comparison
Open Charts JVMTX vs TCVIX
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Touchstone Mid Cap Value Inst
Price$23.82
Change+$0.13 (+0.55%)
VolumeN/A
Net Assets571.94M
JVMTX vs TCVIX Comparison Chart in %
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JVMTX 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 JVMTX is a StrongBuy and TCVIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. TCVIX (572M). TCVIX pays higher dividends than JVMTX: TCVIX (0.71) vs JVMTX (0.65). JVMTX was incepted earlier than TCVIX: JVMTX (12 years) vs TCVIX (16 years). JVMTX (1.11) is less costly to investors than TCVIX (0.98). JVMTX is a more actively managed with annual turnover of: 47.00 vs. TCVIX (37.00). JVMTX has a lower initial minimum investment than TCVIX: JVMTX (0) vs TCVIX (500000). TCVIX annual gain was more profitable for investors over the last year : 5.59 vs. JVMTX (3.31). JVMTX return over 5 years is better than : 61.96 vs. TCVIX (49.07).
| JVMTX | TCVIX | JVMTX / TCVIX | |
| Total Expense Ratio | 1.00 | 0.86 | 116% |
| Annual Report Gross Expense Ratio | 1.11 | 0.98 | 113% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 8.361 | 4.520 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 572M | 3,951% |
| Annual Yield % from dividends | 0.65 | 0.71 | 91% |
| Returns for 1 year | 3.31 | 5.59 | 59% |
| Returns for 3 years | 23.47 | 13.58 | 173% |
| Returns for 5 years | 61.96 | 49.07 | 126% |
| Returns for 10 years | 46.97 | 50.33 | 93% |
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