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JVMCX vs TOTRX
JVMCX vs TOTRX Comparison
Open Charts JVMCX vs TOTRX
JHancock Disciplined Value Mid Cap C
Price$27.41
Change-$0.21 (-0.76%)
VolumeN/A
Net Assets23.59B
Transamerica Mid Cap Value Opps R
Price$11.51
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets986.33M
JVMCX vs TOTRX Comparison Chart in %
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JVMCX 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 JVMCX is a Buy and TOTRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.6B vs. TOTRX (986M). TOTRX pays higher dividends than JVMCX: TOTRX (0.86) 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). JVMCX (49.00) and TOTRX (48.00) 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 : -0.74 vs. JVMCX (-0.87). JVMCX return over 5 years is better than : 43.38 vs. TOTRX (11.74).
| 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 | 8.340 | 7.070 | 118% |
| Front Load | N/A | 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 | 0.00 | 0.86 | - |
| Returns for 1 year | -0.87 | -0.74 | 117% |
| Returns for 3 years | 8.57 | -4.29 | -200% |
| Returns for 5 years | 43.38 | 11.74 | 369% |
| Returns for 10 years | 32.89 | N/A | - |
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