Interact to see
Advertisement
Advertisement
JVMSX vs TOTFX
JVMSX vs TOTFX Comparison
Open Charts JVMSX vs TOTFX
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
Transamerica Mid Cap Value Opps R4
Price$11.55
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets986.33M
JVMSX vs TOTFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMSX vs. TOTFX commentary
Aug 19, 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: 23.6B vs. TOTFX (986M). TOTFX pays higher dividends than JVMSX: TOTFX (1.28) vs JVMSX (0.41). JVMSX was incepted earlier than TOTFX: JVMSX (13 years) vs TOTFX (8 years). JVMSX (1.26) 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 : 0.34 vs. TOTFX (-0.38). JVMSX return over 5 years is better than : 48.09 vs. TOTFX (13.08).
| JVMSX | TOTFX | JVMSX / TOTFX | |
| Total Expense Ratio | 1.25 | 0.90 | 139% |
| Annual Report Gross Expense Ratio | 1.26 | 0.99 | 127% |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 8.728 | 7.342 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 986M | 2,394% |
| Annual Yield % from dividends | 0.41 | 1.28 | 32% |
| Returns for 1 year | 0.34 | -0.38 | -89% |
| Returns for 3 years | 10.96 | -3.53 | -310% |
| Returns for 5 years | 48.09 | 13.08 | 368% |
| Returns for 10 years | 41.60 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement