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JVMTX vs TOTFX
JVMTX vs TOTFX Comparison
Open Charts JVMTX vs TOTFX
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
Transamerica Mid Cap Value Opps R4
Price$10.43
Change-$1.12 (-9.70%)
VolumeN/A
Net Assets872.45M
JVMTX vs TOTFX Comparison Chart in %
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JVMTX vs. TOTFX 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 JVMTX is a Buy and TOTFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. TOTFX (872M). TOTFX pays higher dividends than JVMTX: TOTFX (1.46) vs JVMTX (0.60). JVMTX was incepted earlier than TOTFX: JVMTX (13 years) vs TOTFX (9 years). JVMTX (1.10) is less costly to investors than TOTFX (0.99). TOTFX is a more actively managed with annual turnover of: 59.00 vs. JVMTX (49.00). 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 : 4.79 vs. TOTFX (-3.84). JVMTX return over 5 years is better than : 22.28 vs. TOTFX (-15.00).
| JVMTX | TOTFX | JVMTX / TOTFX | |
| Total Expense Ratio | 0.99 | 0.90 | 110% |
| Annual Report Gross Expense Ratio | 1.10 | 0.99 | 111% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 5.177 | 3.267 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 872M | 2,833% |
| Annual Yield % from dividends | 0.60 | 1.46 | 41% |
| Returns for 1 year | 4.79 | -3.84 | -125% |
| Returns for 3 years | 11.22 | -4.56 | -246% |
| Returns for 5 years | 22.28 | -15.00 | -149% |
| Returns for 10 years | 76.80 | N/A | - |
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