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JVMIX vs TOTRX
JVMIX vs TOTRX Comparison
Open Charts JVMIX vs TOTRX
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
Transamerica Mid Cap Value Opps R
Price$10.42
Change-$1.09 (-9.47%)
VolumeN/A
Net Assets872.45M
JVMIX vs TOTRX Comparison Chart in %
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JVMIX vs. TOTRX 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 TOTRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. TOTRX (872M). TOTRX pays higher dividends than JVMIX: TOTRX (1.16) vs JVMIX (0.72). JVMIX was incepted earlier than TOTRX: JVMIX (29 years) vs TOTRX (9 years). TOTRX (1.23) is less costly to investors than JVMIX (0.86). TOTRX is a more actively managed with annual turnover of: 59.00 vs. JVMIX (49.00). TOTRX has a lower initial minimum investment than JVMIX: TOTRX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 4.96 vs. TOTRX (-4.14). JVMIX return over 5 years is better than : 23.04 vs. TOTRX (-16.16).
| JVMIX | TOTRX | JVMIX / TOTRX | |
| Total Expense Ratio | 0.85 | 1.23 | 69% |
| Annual Report Gross Expense Ratio | 0.86 | 1.23 | 70% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 5.206 | 3.373 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 872M | 2,833% |
| Annual Yield % from dividends | 0.72 | 1.16 | 62% |
| Returns for 1 year | 4.96 | -4.14 | -120% |
| Returns for 3 years | 11.72 | -5.50 | -213% |
| Returns for 5 years | 23.04 | -16.16 | -143% |
| Returns for 10 years | 78.79 | N/A | - |
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