JVMTX
Price
$29.40
Change
+$0.19 (+0.65%)
Updated
Jul 25 closing price
Net Assets
23.06B
TOTRX
Price
$11.60
Change
+$0.05 (+0.43%)
Updated
Jul 25 closing price
Net Assets
1.01B
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JVMTX vs TOTRX

Header iconJVMTX vs TOTRX Comparison
Open Charts JVMTX vs TOTRXBanner chart's image
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
Transamerica Mid Cap Value Opps R
Price$11.60
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets1.01B
JVMTX vs TOTRX Comparison Chart in %
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JVMTX vs. TOTRX commentary
Jul 27, 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 StrongBuy and TOTRX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. TOTRX (1.01B). TOTRX pays higher dividends than JVMTX: TOTRX (0.86) vs JVMTX (0.65). JVMTX was incepted earlier than TOTRX: JVMTX (12 years) vs TOTRX (8 years). TOTRX (1.23) is less costly to investors than JVMTX (1.11). JVMTX (49.00) and TOTRX (48.00) have comparable annual turnover. JVMTX (0) and TOTRX (0) have matching initial minimum investment requirements. TOTRX annual gain was more profitable for investors over the last year : 1.16 vs. JVMTX (1.07). JVMTX return over 5 years is better than : 57.29 vs. TOTRX (18.87).
JVMTXTOTRXJVMTX / TOTRX
Total Expense Ratio1.001.2381%
Annual Report Gross Expense Ratio1.111.2390%
Fund Existence12 years8 years-
Gain YTD9.2537.907117%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets23.1B1.01B2,296%
Annual Yield % from dividends0.650.8675%
Returns for 1 year1.071.1692%
Returns for 3 years21.152.25942%
Returns for 5 years57.2918.87304%
Returns for 10 years48.90N/A-
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