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JVMRX vs TOTRX
JVMRX vs TOTRX Comparison
Open Charts JVMRX vs TOTRX
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
Transamerica Mid Cap Value Opps R
Price$11.67
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets987.78M
JVMRX vs TOTRX Comparison Chart in %
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JVMRX vs. TOTRX commentary
Sep 08, 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 TOTRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. TOTRX (988M). JVMRX (0.84) and TOTRX (0.82) have matching dividends . JVMRX was incepted earlier than TOTRX: JVMRX (14 years) vs TOTRX (8 years). TOTRX (1.23) is less costly to investors than JVMRX (0.75). JVMRX (49.00) and TOTRX (48.00) have comparable annual turnover. TOTRX has a lower initial minimum investment than JVMRX: TOTRX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 3.02 vs. TOTRX (-0.04). JVMRX return over 5 years is better than : 55.40 vs. TOTRX (14.83).
| JVMRX | TOTRX | JVMRX / TOTRX | |
| Total Expense Ratio | 0.74 | 1.23 | 60% |
| Annual Report Gross Expense Ratio | 0.75 | 1.23 | 61% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 12.064 | 8.558 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 988M | 2,460% |
| Annual Yield % from dividends | 0.84 | 0.82 | 102% |
| Returns for 1 year | 3.02 | -0.04 | -7,086% |
| Returns for 3 years | 25.20 | 4.96 | 508% |
| Returns for 5 years | 55.40 | 14.83 | 373% |
| Returns for 10 years | 59.55 | N/A | - |
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