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JVMCX vs TOTRX
JVMCX vs TOTRX Comparison
Open Charts JVMCX vs TOTRX
JHancock Disciplined Value Mid Cap C
Price$27.30
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets22.61B
Transamerica Mid Cap Value Opps R
Price$11.44
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.01B
JVMCX vs TOTRX Comparison Chart in %
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JVMCX vs. TOTRX 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 TOTRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.6B vs. TOTRX (1.01B). 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). 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 : 4.75 vs. JVMCX (1.79). JVMCX return over 5 years is better than : 55.49 vs. TOTRX (20.02).
| 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 | 7.905 | 6.419 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.01B | 2,240% |
| Annual Yield % from dividends | 0.00 | 0.86 | - |
| Returns for 1 year | 1.79 | 4.75 | 38% |
| Returns for 3 years | 20.12 | 3.17 | 636% |
| Returns for 5 years | 55.49 | 20.02 | 277% |
| Returns for 10 years | 35.64 | N/A | - |
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