JVMIX
Price
$29.22
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
TOTFX
Price
$11.47
Change
+$0.01 (+0.09%)
Updated
Jul 3 closing price
Net Assets
1.01B
Interact to see
Advertisement

JVMIX vs TOTFX

Header iconJVMIX vs TOTFX Comparison
Open Charts JVMIX vs TOTFXBanner chart's image
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Transamerica Mid Cap Value Opps R4
Price$11.47
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.01B
JVMIX vs TOTFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
JVMIX 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 JVMIX is a StrongBuy and TOTFX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. TOTFX (1.01B). TOTFX pays higher dividends than JVMIX: TOTFX (1.28) vs JVMIX (0.78). JVMIX was incepted earlier than TOTFX: JVMIX (28 years) vs TOTFX (8 years). TOTFX (0.99) is less costly to investors than JVMIX (0.88). TOTFX (48.00) and JVMIX (47.00) have comparable annual turnover. TOTFX has a lower initial minimum investment than JVMIX: TOTFX (5000) vs JVMIX (250000). TOTFX annual gain was more profitable for investors over the last year : 5.10 vs. JVMIX (3.45). JVMIX return over 5 years is better than : 62.76 vs. TOTFX (21.33).
JVMIXTOTFXJVMIX / TOTFX
Total Expense Ratio0.870.9097%
Annual Report Gross Expense Ratio0.880.9989%
Fund Existence28 years8 years-
Gain YTD8.4236.599128%
Front LoadN/AN/A-
Min. Initial Investment25000050005,000%
Min. Initial Investment IRAN/AN/A-
Net Assets22.6B1.01B2,240%
Annual Yield % from dividends0.781.2861%
Returns for 1 year3.455.1068%
Returns for 3 years23.843.86617%
Returns for 5 years62.7621.33294%
Returns for 10 years48.34N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
ERKH13.840.34
+2.52%
Eureka Homestead Bancorp Inc.
OUKPY6.550.01
+0.17%
Metso OYJ
SMSMY10.41N/A
N/A
Sims Ltd
STMRF1.27N/A
N/A
Stanmore Res Ltd
ICNP0.34N/A
N/A
iCoreConnect Inc.