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JVMTX vs TOTFX
JVMTX vs TOTFX Comparison
Open Charts JVMTX vs TOTFX
JHancock Disciplined Value Mid Cap R4
Price$27.87
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
Transamerica Mid Cap Value Opps R4
Price$10.19
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets862.27M
JVMTX vs TOTFX Comparison Chart in %
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JVMTX vs. TOTFX commentary
Dec 29, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. TOTFX (862M). TOTFX pays higher dividends than JVMTX: TOTFX (1.23) vs JVMTX (0.61). 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). 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 : 2.35 vs. TOTFX (-6.00). JVMTX return over 5 years is better than : 23.38 vs. TOTFX (-13.80).
| 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 | 3.567 | -5.297 | -67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 862M | 2,773% |
| Annual Yield % from dividends | 0.61 | 1.23 | 50% |
| Returns for 1 year | 2.35 | -6.00 | -39% |
| Returns for 3 years | 15.93 | -0.97 | -1,634% |
| Returns for 5 years | 23.38 | -13.80 | -169% |
| Returns for 10 years | 48.70 | N/A | - |
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