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JVMRX vs TOTFX
JVMRX vs TOTFX Comparison
Open Charts JVMRX vs TOTFX
JHancock Disciplined Value Mid Cap R6
Price$30.26
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.38B
Transamerica Mid Cap Value Opps R4
Price$11.75
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets987.78M
JVMRX vs TOTFX Comparison Chart in %
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JVMRX vs. TOTFX commentary
Sep 09, 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 JVMRX is a Buy and TOTFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. TOTFX (988M). TOTFX pays higher dividends than JVMRX: TOTFX (1.23) vs JVMRX (0.84). JVMRX was incepted earlier than TOTFX: JVMRX (14 years) vs TOTFX (8 years). TOTFX (0.99) is less costly to investors than JVMRX (0.75). JVMRX (49.00) and TOTFX (48.00) have comparable annual turnover. TOTFX has a lower initial minimum investment than JVMRX: TOTFX (5000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 4.67 vs. TOTFX (1.77). JVMRX return over 5 years is better than : 57.18 vs. TOTFX (17.74).
| JVMRX | TOTFX | JVMRX / TOTFX | |
| Total Expense Ratio | 0.74 | 0.90 | 82% |
| Annual Report Gross Expense Ratio | 0.75 | 0.99 | 76% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 12.324 | 9.201 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 988M | 2,470% |
| Annual Yield % from dividends | 0.84 | 1.23 | 69% |
| Returns for 1 year | 4.67 | 1.77 | 263% |
| Returns for 3 years | 20.07 | 2.06 | 975% |
| Returns for 5 years | 57.18 | 17.74 | 322% |
| Returns for 10 years | 60.40 | N/A | - |
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