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JVMTX vs TOTFX
JVMTX vs TOTFX Comparison
Open Charts JVMTX vs TOTFX
JHancock Disciplined Value Mid Cap R4
Price$29.31
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
Transamerica Mid Cap Value Opps R4
Price$11.55
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets986.33M
JVMTX vs TOTFX Comparison Chart in %
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JVMTX vs. TOTFX commentary
Aug 19, 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: 23.6B vs. TOTFX (986M). TOTFX pays higher dividends than JVMTX: TOTFX (1.28) vs JVMTX (0.64). JVMTX was incepted earlier than TOTFX: JVMTX (12 years) vs TOTFX (8 years). JVMTX (1.11) 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 : 0.62 vs. TOTFX (-0.38). JVMTX return over 5 years is better than : 49.36 vs. TOTFX (13.08).
| JVMTX | TOTFX | JVMTX / TOTFX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.11 | 0.99 | 112% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 8.919 | 7.342 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 986M | 2,394% |
| Annual Yield % from dividends | 0.64 | 1.28 | 50% |
| Returns for 1 year | 0.62 | -0.38 | -162% |
| Returns for 3 years | 11.58 | -3.53 | -328% |
| Returns for 5 years | 49.36 | 13.08 | 377% |
| Returns for 10 years | 43.95 | N/A | - |
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