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JVMAX vs TOTFX
JVMAX vs TOTFX Comparison
Open Charts JVMAX vs TOTFX
JHancock Disciplined Value Mid Cap A
Price$27.66
Change-$0.21 (-0.75%)
VolumeN/A
Net Assets23.59B
Transamerica Mid Cap Value Opps R4
Price$11.55
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets986.33M
JVMAX vs TOTFX Comparison Chart in %
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JVMAX vs. TOTFX commentary
Aug 19, 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 JVMAX is a Buy and TOTFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.6B vs. TOTFX (986M). TOTFX pays higher dividends than JVMAX: TOTFX (1.28) vs JVMAX (0.57). JVMAX was incepted earlier than TOTFX: JVMAX (28 years) vs TOTFX (8 years). JVMAX (1.13) is less costly to investors than TOTFX (0.99). JVMAX (49.00) and TOTFX (48.00) have comparable annual turnover. JVMAX has a lower initial minimum investment than TOTFX: JVMAX (1000) vs TOTFX (5000). JVMAX annual gain was more profitable for investors over the last year : -0.08 vs. TOTFX (-0.38). JVMAX return over 5 years is better than : 46.94 vs. TOTFX (13.08).
| JVMAX | TOTFX | JVMAX / TOTFX | |
| Total Expense Ratio | 1.12 | 0.90 | 124% |
| Annual Report Gross Expense Ratio | 1.13 | 0.99 | 114% |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | 8.812 | 7.342 | 120% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 986M | 2,394% |
| Annual Yield % from dividends | 0.57 | 1.28 | 44% |
| Returns for 1 year | -0.08 | -0.38 | 20% |
| Returns for 3 years | 10.24 | -3.53 | -290% |
| Returns for 5 years | 46.94 | 13.08 | 359% |
| Returns for 10 years | 39.65 | N/A | - |
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