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JVMTX vs TOTFX
JVMTX vs TOTFX Comparison
Open Charts JVMTX vs TOTFX
JHancock Disciplined Value Mid Cap R4
Price$30.18
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
Transamerica Mid Cap Value Opps R4
Price$11.75
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets987.78M
JVMTX vs TOTFX Comparison Chart in %
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JVMTX vs. TOTFX commentary
Sep 09, 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 JVMTX is a Buy and TOTFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.4B vs. TOTFX (988M). TOTFX pays higher dividends than JVMTX: TOTFX (1.23) vs JVMTX (0.62). JVMTX was incepted earlier than TOTFX: JVMTX (12 years) vs TOTFX (8 years). JVMTX (1.10) is less costly to investors than TOTFX (0.99). JVMTX (49.00) and TOTFX (48.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than TOTFX: JVMTX (0) vs TOTFX (5000). JVMTX annual gain was more profitable for investors over the last year : 4.39 vs. TOTFX (1.77). JVMTX return over 5 years is better than : 55.89 vs. TOTFX (17.74).
| JVMTX | TOTFX | JVMTX / TOTFX | |
| Total Expense Ratio | 0.99 | 0.90 | 110% |
| Annual Report Gross Expense Ratio | 1.10 | 0.99 | 111% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 12.152 | 9.201 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 988M | 2,470% |
| Annual Yield % from dividends | 0.62 | 1.23 | 51% |
| Returns for 1 year | 4.39 | 1.77 | 247% |
| Returns for 3 years | 19.42 | 2.06 | 943% |
| Returns for 5 years | 55.89 | 17.74 | 315% |
| Returns for 10 years | 57.94 | N/A | - |
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