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JVMCX vs TOTRX
JVMCX vs TOTRX Comparison
Open Charts JVMCX vs TOTRX
JHancock Disciplined Value Mid Cap C
Price$28.15
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets24.32B
Transamerica Mid Cap Value Opps R
Price$11.67
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets987.78M
JVMCX vs TOTRX Comparison Chart in %
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JVMCX vs. TOTRX commentary
Sep 08, 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: 24.3B vs. TOTRX (988M). TOTRX pays higher dividends than JVMCX: TOTRX (0.82) vs JVMCX (0.00). JVMCX was incepted earlier than TOTRX: JVMCX (14 years) vs TOTRX (8 years). JVMCX (1.86) 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). JVMCX annual gain was more profitable for investors over the last year : 1.22 vs. TOTRX (-0.04). JVMCX return over 5 years is better than : 48.03 vs. TOTRX (14.83).
| JVMCX | TOTRX | JVMCX / TOTRX | |
| Total Expense Ratio | 1.85 | 1.23 | 150% |
| Annual Report Gross Expense Ratio | 1.86 | 1.23 | 151% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 11.265 | 8.558 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 988M | 2,460% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | 1.22 | -0.04 | -2,872% |
| Returns for 3 years | 21.25 | 4.96 | 428% |
| Returns for 5 years | 48.03 | 14.83 | 324% |
| Returns for 10 years | 45.05 | N/A | - |
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