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JVMIX vs TOTRX
JVMIX vs TOTRX Comparison
Open Charts JVMIX vs TOTRX
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
Transamerica Mid Cap Value Opps R
Price$11.44
Change+$0.08 (+0.70%)
VolumeN/A
Net Assets944.33M
JVMIX vs TOTRX Comparison Chart in %
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JVMIX vs. TOTRX commentary
Oct 19, 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 TOTRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.7B vs. TOTRX (944M). TOTRX pays higher dividends than JVMIX: TOTRX (0.83) vs JVMIX (0.74). JVMIX was incepted earlier than TOTRX: JVMIX (28 years) vs TOTRX (9 years). TOTRX (1.23) is less costly to investors than JVMIX (0.86). JVMIX (49.00) and TOTRX (48.00) have comparable annual turnover. TOTRX has a lower initial minimum investment than JVMIX: TOTRX (0) vs JVMIX (250000). TOTRX annual gain was more profitable for investors over the last year : -4.45 vs. JVMIX (-4.87). JVMIX return over 5 years is better than : 47.49 vs. TOTRX (10.32).
| JVMIX | TOTRX | JVMIX / TOTRX | |
| Total Expense Ratio | 0.85 | 1.23 | 69% |
| Annual Report Gross Expense Ratio | 0.86 | 1.23 | 70% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 9.759 | 6.419 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 944M | 2,511% |
| Annual Yield % from dividends | 0.74 | 0.83 | 89% |
| Returns for 1 year | -4.87 | -4.45 | 109% |
| Returns for 3 years | 25.37 | 8.57 | 296% |
| Returns for 5 years | 47.49 | 10.32 | 460% |
| Returns for 10 years | 51.49 | N/A | - |
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