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JVMCX vs TOTRX
JVMCX vs TOTRX Comparison
Open Charts JVMCX vs TOTRX
JHancock Disciplined Value Mid Cap C
Price$25.82
Change-$0.30 (-1.15%)
VolumeN/A
Net Assets21.46B
Transamerica Mid Cap Value Opps R
Price$10.98
Change-$0.14 (-1.26%)
VolumeN/A
Net Assets969.79M
JVMCX vs TOTRX Comparison Chart
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JVMCX vs. TOTRX 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 JVMCX is a StrongBuy and TOTRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.5B vs. TOTRX (970M). TOTRX pays higher dividends than JVMCX: TOTRX (0.88) vs JVMCX (0.00). JVMCX was incepted earlier than TOTRX: JVMCX (14 years) vs TOTRX (8 years). JVMCX (1.88) is less costly to investors than TOTRX (1.23). TOTRX (48.00) and JVMCX (47.00) have comparable annual turnover. TOTRX has a lower initial minimum investment than JVMCX: TOTRX (0) vs JVMCX (1000). TOTRX annual gain was more profitable for investors over the last year : -0.01 vs. JVMCX (-4.05). JVMCX return over 5 years is better than : 45.41 vs. TOTRX (14.02).
| JVMCX | TOTRX | JVMCX / TOTRX | |
| Total Expense Ratio | 1.87 | 1.23 | 152% |
| Annual Report Gross Expense Ratio | 1.88 | 1.23 | 153% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 2.055 | 2.140 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 970M | 2,216% |
| Annual Yield % from dividends | 0.00 | 0.88 | - |
| Returns for 1 year | -4.05 | -0.01 | 36,725% |
| Returns for 3 years | 13.31 | 0.08 | 15,709% |
| Returns for 5 years | 45.41 | 14.02 | 324% |
| Returns for 10 years | 25.18 | N/A | - |
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