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JVMSX vs TOTFX
JVMSX vs TOTFX Comparison
Open Charts JVMSX vs TOTFX
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
Transamerica Mid Cap Value Opps R4
Price$10.19
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets862.27M
JVMSX vs TOTFX Comparison Chart in %
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JVMSX vs. TOTFX commentary
Dec 29, 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 Hold and TOTFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. TOTFX (862M). TOTFX pays higher dividends than JVMSX: TOTFX (1.23) vs JVMSX (0.40). JVMSX was incepted earlier than TOTFX: JVMSX (14 years) vs TOTFX (9 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 : 2.29 vs. TOTFX (-6.00). JVMSX return over 5 years is better than : 22.25 vs. TOTFX (-13.80).
| 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 | 9 years | - |
| Gain YTD | 3.506 | -5.297 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 862M | 2,773% |
| Annual Yield % from dividends | 0.40 | 1.23 | 32% |
| Returns for 1 year | 2.29 | -6.00 | -38% |
| Returns for 3 years | 15.22 | -0.97 | -1,562% |
| Returns for 5 years | 22.25 | -13.80 | -161% |
| Returns for 10 years | 46.26 | N/A | - |
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