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JVMSX vs TOTFX
JVMSX vs TOTFX Comparison
Open Charts JVMSX vs TOTFX
JHancock Disciplined Value Mid Cap R2
Price$30.08
Change+$0.28 (+0.94%)
VolumeN/A
Net Assets24.51B
Transamerica Mid Cap Value Opps R4
Price$11.75
Change+$0.10 (+0.86%)
VolumeN/A
Net Assets929.57M
JVMSX vs TOTFX Comparison Chart in %
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JVMSX vs. TOTFX commentary
Dec 04, 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: 24.5B vs. TOTFX (930M). 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). TOTFX annual gain was more profitable for investors over the last year : -4.74 vs. JVMSX (-5.58). JVMSX return over 5 years is better than : 30.08 vs. TOTFX (-1.58).
| 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 | 12.197 | 9.201 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 930M | 2,634% |
| Annual Yield % from dividends | 0.40 | 1.23 | 32% |
| Returns for 1 year | -5.58 | -4.74 | 118% |
| Returns for 3 years | 14.07 | 3.11 | 452% |
| Returns for 5 years | 30.08 | -1.58 | -1,903% |
| Returns for 10 years | 47.17 | N/A | - |
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