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JVMIX vs TOTRX
JVMIX vs TOTRX Comparison
Open Charts JVMIX vs TOTRX
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Transamerica Mid Cap Value Opps R
Price$10.98
Change-$0.14 (-1.26%)
VolumeN/A
Net Assets969.79M
JVMIX vs TOTRX Comparison Chart
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JVMIX vs. TOTRX commentary
Jun 16, 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 TOTRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. TOTRX (970M). TOTRX pays higher dividends than JVMIX: TOTRX (0.88) vs JVMIX (0.80). JVMIX was incepted earlier than TOTRX: JVMIX (28 years) vs TOTRX (8 years). TOTRX (1.23) is less costly to investors than JVMIX (0.88). TOTRX (48.00) and JVMIX (47.00) 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 : -0.01 vs. JVMIX (-2.87). JVMIX return over 5 years is better than : 52.19 vs. TOTRX (14.02).
| JVMIX | TOTRX | JVMIX / TOTRX | |
| Total Expense Ratio | 0.87 | 1.23 | 71% |
| Annual Report Gross Expense Ratio | 0.88 | 1.23 | 72% |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | 2.486 | 2.140 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 970M | 2,216% |
| Annual Yield % from dividends | 0.80 | 0.88 | 91% |
| Returns for 1 year | -2.87 | -0.01 | 25,990% |
| Returns for 3 years | 16.82 | 0.08 | 19,846% |
| Returns for 5 years | 52.19 | 14.02 | 372% |
| Returns for 10 years | 36.89 | N/A | - |
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