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JVMAX vs TOTRX
JVMAX vs TOTRX Comparison
Open Charts JVMAX vs TOTRX
JHancock Disciplined Value Mid Cap A
Price$27.66
Change-$0.21 (-0.75%)
VolumeN/A
Net Assets23.59B
Transamerica Mid Cap Value Opps R
Price$11.51
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets986.33M
JVMAX vs TOTRX Comparison Chart in %
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JVMAX vs. TOTRX commentary
Aug 18, 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 TOTRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.6B vs. TOTRX (986M). TOTRX pays higher dividends than JVMAX: TOTRX (0.86) vs JVMAX (0.57). JVMAX was incepted earlier than TOTRX: JVMAX (28 years) vs TOTRX (8 years). TOTRX (1.23) is less costly to investors than JVMAX (1.13). JVMAX (49.00) and TOTRX (48.00) have comparable annual turnover. TOTRX has a lower initial minimum investment than JVMAX: TOTRX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -0.08 vs. TOTRX (-0.74). JVMAX return over 5 years is better than : 46.94 vs. TOTRX (11.74).
| JVMAX | TOTRX | JVMAX / TOTRX | |
| Total Expense Ratio | 1.12 | 1.23 | 91% |
| Annual Report Gross Expense Ratio | 1.13 | 1.23 | 92% |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | 8.812 | 7.070 | 125% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 986M | 2,394% |
| Annual Yield % from dividends | 0.57 | 0.86 | 66% |
| Returns for 1 year | -0.08 | -0.74 | 10% |
| Returns for 3 years | 10.24 | -4.29 | -239% |
| Returns for 5 years | 46.94 | 11.74 | 400% |
| Returns for 10 years | 39.65 | N/A | - |
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