Interact to see
Advertisement
Advertisement
JVMIX vs TOTFX
JVMIX vs TOTFX Comparison
Open Charts JVMIX vs TOTFX
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Transamerica Mid Cap Value Opps R4
Price$11.63
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets1.01B
JVMIX vs TOTFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. TOTFX commentary
Jul 27, 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.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B 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). 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 : 1.52 vs. JVMIX (1.20). JVMIX return over 5 years is better than : 58.07 vs. TOTFX (20.17).
| JVMIX | TOTFX | JVMIX / TOTFX | |
| Total Expense Ratio | 0.87 | 0.90 | 97% |
| Annual Report Gross Expense Ratio | 0.88 | 0.99 | 89% |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | 9.314 | 8.086 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.01B | 2,296% |
| Annual Yield % from dividends | 0.78 | 1.28 | 61% |
| Returns for 1 year | 1.20 | 1.52 | 79% |
| Returns for 3 years | 21.47 | 2.94 | 730% |
| Returns for 5 years | 58.07 | 20.17 | 288% |
| Returns for 10 years | 50.28 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement