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JVMTX vs TOTFX
JVMTX vs TOTFX Comparison
Open Charts JVMTX vs TOTFX
JHancock Disciplined Value Mid Cap R4
Price$29.51
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
Transamerica Mid Cap Value Opps R4
Price$11.48
Change+$0.08 (+0.70%)
VolumeN/A
Net Assets944.33M
JVMTX vs TOTFX Comparison Chart in %
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JVMTX vs. TOTFX commentary
Oct 21, 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 Hold and TOTFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. TOTFX (944M). TOTFX pays higher dividends than JVMTX: TOTFX (1.24) vs JVMTX (0.62). 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 : -4.17 vs. JVMTX (-5.01). JVMTX return over 5 years is better than : 46.78 vs. TOTFX (11.55).
| 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 | 9.662 | 6.691 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 944M | 2,532% |
| Annual Yield % from dividends | 0.62 | 1.24 | 50% |
| Returns for 1 year | -5.01 | -4.17 | 120% |
| Returns for 3 years | 25.01 | 9.38 | 267% |
| Returns for 5 years | 46.78 | 11.55 | 405% |
| Returns for 10 years | 50.12 | N/A | - |
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