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JVMIX vs TOTFX
JVMIX vs TOTFX Comparison
Open Charts JVMIX vs TOTFX
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
Transamerica Mid Cap Value Opps R4
Price$11.47
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets929.61M
JVMIX vs TOTFX Comparison Chart in %
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JVMIX vs. TOTFX commentary
Nov 14, 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 Hold and TOTFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. TOTFX (930M). TOTFX pays higher dividends than JVMIX: TOTFX (1.26) vs JVMIX (0.75). JVMIX was incepted earlier than TOTFX: JVMIX (28 years) vs TOTFX (9 years). TOTFX (0.99) is less costly to investors than JVMIX (0.86). JVMIX (49.00) and TOTFX (48.00) 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 : -4.70 vs. JVMIX (-6.53). JVMIX return over 5 years is better than : 36.37 vs. TOTFX (2.79).
| JVMIX | TOTFX | JVMIX / TOTFX | |
| Total Expense Ratio | 0.85 | 0.90 | 94% |
| Annual Report Gross Expense Ratio | 0.86 | 0.99 | 87% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 9.796 | 6.970 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 930M | 2,602% |
| Annual Yield % from dividends | 0.75 | 1.26 | 60% |
| Returns for 1 year | -6.53 | -4.70 | 139% |
| Returns for 3 years | 15.24 | 2.32 | 656% |
| Returns for 5 years | 36.37 | 2.79 | 1,305% |
| Returns for 10 years | 50.51 | N/A | - |
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