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JVMSX vs TOTTX
JVMSX vs TOTTX Comparison
Open Charts JVMSX vs TOTTX
JHancock Disciplined Value Mid Cap R2
Price$28.72
Change-$0.74 (-2.51%)
VolumeN/A
Net Assets24.73B
Transamerica Mid Cap Value Opps I3
Price$10.36
Change-$1.14 (-9.91%)
VolumeN/A
Net Assets872.45M
JVMSX vs TOTTX Comparison Chart in %
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JVMSX vs. TOTTX 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 TOTTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. TOTTX (872M). TOTTX pays higher dividends than JVMSX: TOTTX (1.66) vs JVMSX (0.37). JVMSX was incepted earlier than TOTTX: JVMSX (14 years) vs TOTTX (12 years). JVMSX (1.25) is less costly to investors than TOTTX (0.74). TOTTX is a more actively managed with annual turnover of: 59.00 vs. JVMSX (49.00). JVMSX (0) and TOTTX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 4.49 vs. TOTTX (-3.77). JVMSX return over 5 years is better than : 20.95 vs. TOTTX (-14.68).
| JVMSX | TOTTX | JVMSX / TOTTX | |
| Total Expense Ratio | 1.24 | 0.74 | 168% |
| Annual Report Gross Expense Ratio | 1.25 | 0.74 | 169% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 5.163 | 3.393 | 152% |
| 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 | 1.66 | 22% |
| Returns for 1 year | 4.49 | -3.77 | -119% |
| Returns for 3 years | 10.32 | -4.24 | -244% |
| Returns for 5 years | 20.95 | -14.68 | -143% |
| Returns for 10 years | 73.49 | 8.12 | 905% |
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