Interact to see
Advertisement
Advertisement
JVMTX vs TCVIX
JVMTX vs TCVIX Comparison
Open Charts JVMTX vs TCVIX
JHancock Disciplined Value Mid Cap R4
Price$27.57
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
JVMTX vs TCVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMTX 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 JVMTX is a StrongBuy and TCVIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. TCVIX (553M). TCVIX pays higher dividends than JVMTX: TCVIX (0.73) vs JVMTX (0.67). 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 : 1.83 vs. JVMTX (-3.01). JVMTX return over 5 years is better than : 51.48 vs. TCVIX (43.34).
| 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 | 2.453 | 0.263 | 932% |
| 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 | 0.67 | 0.73 | 91% |
| Returns for 1 year | -3.01 | 1.83 | -164% |
| Returns for 3 years | 16.50 | 9.68 | 170% |
| Returns for 5 years | 51.48 | 43.34 | 119% |
| Returns for 10 years | 35.66 | 40.65 | 88% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers