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JVMSX vs TOTRX
JVMSX vs TOTRX Comparison
Open Charts JVMSX vs TOTRX
JHancock Disciplined Value Mid Cap R2
Price$28.72
Change-$0.74 (-2.51%)
VolumeN/A
Net Assets24.73B
Transamerica Mid Cap Value Opps R
Price$10.42
Change-$1.09 (-9.47%)
VolumeN/A
Net Assets872.45M
JVMSX vs TOTRX Comparison Chart in %
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JVMSX vs. TOTRX commentary
Feb 04, 2026
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 TOTRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. TOTRX (872M). TOTRX pays higher dividends than JVMSX: TOTRX (1.16) vs JVMSX (0.37). JVMSX was incepted earlier than TOTRX: JVMSX (14 years) vs TOTRX (9 years). JVMSX (1.25) and TOTRX (1.23) have similar cost to investors . TOTRX is a more actively managed with annual turnover of: 59.00 vs. JVMSX (49.00). JVMSX (0) and TOTRX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 4.49 vs. TOTRX (-4.14). JVMSX return over 5 years is better than : 20.95 vs. TOTRX (-16.16).
| JVMSX | TOTRX | JVMSX / TOTRX | |
| Total Expense Ratio | 1.24 | 1.23 | 101% |
| Annual Report Gross Expense Ratio | 1.25 | 1.23 | 102% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 5.163 | 3.373 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 872M | 2,833% |
| Annual Yield % from dividends | 0.37 | 1.16 | 32% |
| Returns for 1 year | 4.49 | -4.14 | -108% |
| Returns for 3 years | 10.32 | -5.50 | -188% |
| Returns for 5 years | 20.95 | -16.16 | -130% |
| Returns for 10 years | 73.49 | N/A | - |
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