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JVMTX vs TOTRX
JVMTX vs TOTRX Comparison
Open Charts JVMTX vs TOTRX
JHancock Disciplined Value Mid Cap R4
Price$30.10
Change+$0.45 (+1.52%)
VolumeN/A
Net Assets24.32B
Transamerica Mid Cap Value Opps R
Price$11.67
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets987.78M
JVMTX vs TOTRX Comparison Chart in %
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JVMTX vs. TOTRX commentary
Sep 08, 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 TOTRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. TOTRX (988M). TOTRX pays higher dividends than JVMTX: TOTRX (0.82) vs JVMTX (0.62). JVMTX was incepted earlier than TOTRX: JVMTX (12 years) vs TOTRX (8 years). TOTRX (1.23) is less costly to investors than JVMTX (1.10). JVMTX (49.00) and TOTRX (48.00) have comparable annual turnover. JVMTX (0) and TOTRX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 2.74 vs. TOTRX (-0.04). JVMTX return over 5 years is better than : 54.13 vs. TOTRX (14.83).
| JVMTX | TOTRX | JVMTX / TOTRX | |
| Total Expense Ratio | 0.99 | 1.23 | 80% |
| Annual Report Gross Expense Ratio | 1.10 | 1.23 | 89% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 11.891 | 8.558 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 988M | 2,460% |
| Annual Yield % from dividends | 0.62 | 0.82 | 75% |
| Returns for 1 year | 2.74 | -0.04 | -6,428% |
| Returns for 3 years | 24.58 | 4.96 | 496% |
| Returns for 5 years | 54.13 | 14.83 | 365% |
| Returns for 10 years | 57.10 | N/A | - |
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