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JVMTX vs TOTFX
JVMTX vs TOTFX Comparison
Open Charts JVMTX vs TOTFX
JHancock Disciplined Value Mid Cap R4
Price$30.26
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
Transamerica Mid Cap Value Opps R4
Price$11.75
Change+$0.10 (+0.86%)
VolumeN/A
Net Assets929.57M
JVMTX vs TOTFX Comparison Chart in %
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JVMTX vs. TOTFX commentary
Dec 04, 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: 24.5B vs. TOTFX (930M). TOTFX pays higher dividends than JVMTX: TOTFX (1.23) vs JVMTX (0.61). JVMTX was incepted earlier than TOTFX: JVMTX (12 years) vs TOTFX (9 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). TOTFX annual gain was more profitable for investors over the last year : -4.74 vs. JVMTX (-5.32). JVMTX return over 5 years is better than : 31.22 vs. TOTFX (-1.58).
| 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 | 9 years | - |
| Gain YTD | 12.449 | 9.201 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 930M | 2,634% |
| Annual Yield % from dividends | 0.61 | 1.23 | 50% |
| Returns for 1 year | -5.32 | -4.74 | 112% |
| Returns for 3 years | 14.68 | 3.11 | 472% |
| Returns for 5 years | 31.22 | -1.58 | -1,976% |
| Returns for 10 years | 49.60 | N/A | - |
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