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JVMCX vs TOTFX
JVMCX vs TOTFX Comparison
Open Charts JVMCX vs TOTFX
JHancock Disciplined Value Mid Cap C
Price$27.30
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets22.61B
Transamerica Mid Cap Value Opps R4
Price$11.47
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.01B
JVMCX vs TOTFX Comparison Chart in %
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JVMCX vs. TOTFX 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 JVMCX is a StrongBuy and TOTFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.6B vs. TOTFX (1.01B). TOTFX pays higher dividends than JVMCX: TOTFX (1.28) vs JVMCX (0.00). JVMCX was incepted earlier than TOTFX: JVMCX (14 years) vs TOTFX (8 years). JVMCX (1.88) is less costly to investors than TOTFX (0.99). TOTFX (48.00) and JVMCX (47.00) have comparable annual turnover. JVMCX has a lower initial minimum investment than TOTFX: JVMCX (1000) vs TOTFX (5000). TOTFX annual gain was more profitable for investors over the last year : 5.10 vs. JVMCX (1.79). JVMCX return over 5 years is better than : 55.49 vs. TOTFX (21.33).
| JVMCX | TOTFX | JVMCX / TOTFX | |
| Total Expense Ratio | 1.87 | 0.90 | 208% |
| Annual Report Gross Expense Ratio | 1.88 | 0.99 | 190% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 7.905 | 6.599 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.01B | 2,240% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | 1.79 | 5.10 | 35% |
| Returns for 3 years | 20.12 | 3.86 | 521% |
| Returns for 5 years | 55.49 | 21.33 | 260% |
| Returns for 10 years | 35.64 | N/A | - |