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JVMIX vs TOTFX
JVMIX vs TOTFX Comparison
Open Charts JVMIX vs TOTFX
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
Transamerica Mid Cap Value Opps R4
Price$10.43
Change-$1.12 (-9.70%)
VolumeN/A
Net Assets872.45M
JVMIX vs TOTFX Comparison Chart in %
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JVMIX vs. TOTFX commentary
Feb 04, 2026
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 Buy and TOTFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. TOTFX (872M). TOTFX pays higher dividends than JVMIX: TOTFX (1.46) vs JVMIX (0.72). JVMIX was incepted earlier than TOTFX: JVMIX (29 years) vs TOTFX (9 years). TOTFX (0.99) is less costly to investors than JVMIX (0.86). TOTFX is a more actively managed with annual turnover of: 59.00 vs. JVMIX (49.00). TOTFX has a lower initial minimum investment than JVMIX: TOTFX (5000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 4.96 vs. TOTFX (-3.84). JVMIX return over 5 years is better than : 23.04 vs. TOTFX (-15.00).
| JVMIX | TOTFX | JVMIX / TOTFX | |
| Total Expense Ratio | 0.85 | 0.90 | 94% |
| Annual Report Gross Expense Ratio | 0.86 | 0.99 | 87% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 5.206 | 3.267 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 872M | 2,833% |
| Annual Yield % from dividends | 0.72 | 1.46 | 50% |
| Returns for 1 year | 4.96 | -3.84 | -129% |
| Returns for 3 years | 11.72 | -4.56 | -257% |
| Returns for 5 years | 23.04 | -15.00 | -154% |
| Returns for 10 years | 78.79 | N/A | - |
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