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JVMSX vs TOTFX
JVMSX vs TOTFX Comparison
Open Charts JVMSX vs TOTFX
JHancock Disciplined Value Mid Cap R2
Price$30.01
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
Transamerica Mid Cap Value Opps R4
Price$11.75
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets987.78M
JVMSX vs TOTFX Comparison Chart in %
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JVMSX 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 JVMSX is a Buy and TOTFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. TOTFX (988M). TOTFX pays higher dividends than JVMSX: TOTFX (1.23) vs JVMSX (0.40). JVMSX was incepted earlier than TOTFX: JVMSX (14 years) vs TOTFX (8 years). JVMSX (1.25) is less costly to investors than TOTFX (0.99). JVMSX (49.00) and TOTFX (48.00) have comparable annual turnover. JVMSX has a lower initial minimum investment than TOTFX: JVMSX (0) vs TOTFX (5000). JVMSX annual gain was more profitable for investors over the last year : 4.09 vs. TOTFX (1.77). JVMSX return over 5 years is better than : 54.47 vs. TOTFX (17.74).
| JVMSX | TOTFX | JVMSX / TOTFX | |
| Total Expense Ratio | 1.24 | 0.90 | 138% |
| Annual Report Gross Expense Ratio | 1.25 | 0.99 | 126% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 11.936 | 9.201 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 988M | 2,470% |
| Annual Yield % from dividends | 0.40 | 1.23 | 33% |
| Returns for 1 year | 4.09 | 1.77 | 230% |
| Returns for 3 years | 18.75 | 2.06 | 911% |
| Returns for 5 years | 54.47 | 17.74 | 307% |
| Returns for 10 years | 55.37 | N/A | - |
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