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JVMIX vs TOTRX
JVMIX vs TOTRX Comparison
Open Charts JVMIX vs TOTRX
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Transamerica Mid Cap Value Opps R
Price$11.60
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets1.01B
JVMIX vs TOTRX Comparison Chart in %
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JVMIX vs. TOTRX 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 TOTRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. TOTRX (1.01B). TOTRX pays higher dividends than JVMIX: TOTRX (0.86) vs JVMIX (0.78). 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). 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). JVMIX (1.20) and TOTRX (1.16) have marching annual gain over last year. JVMIX return over 5 years is better than : 58.07 vs. TOTRX (18.87).
| 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 | 9.314 | 7.907 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.01B | 2,296% |
| Annual Yield % from dividends | 0.78 | 0.86 | 90% |
| Returns for 1 year | 1.20 | 1.16 | 104% |
| Returns for 3 years | 21.47 | 2.25 | 956% |
| Returns for 5 years | 58.07 | 18.87 | 308% |
| Returns for 10 years | 50.28 | N/A | - |
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