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JVMTX vs TOTRX
JVMTX vs TOTRX Comparison
Open Charts JVMTX vs TOTRX
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
Transamerica Mid Cap Value Opps R
Price$10.42
Change-$1.09 (-9.47%)
VolumeN/A
Net Assets872.45M
JVMTX vs TOTRX Comparison Chart in %
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JVMTX vs. TOTRX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. TOTRX (872M). TOTRX pays higher dividends than JVMTX: TOTRX (1.16) vs JVMTX (0.60). JVMTX was incepted earlier than TOTRX: JVMTX (13 years) vs TOTRX (9 years). TOTRX (1.23) is less costly to investors than JVMTX (1.10). TOTRX is a more actively managed with annual turnover of: 59.00 vs. JVMTX (49.00). JVMTX (0) and TOTRX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 4.79 vs. TOTRX (-4.14). JVMTX return over 5 years is better than : 22.28 vs. TOTRX (-16.16).
| JVMTX | TOTRX | JVMTX / TOTRX | |
| Total Expense Ratio | 0.99 | 1.23 | 80% |
| Annual Report Gross Expense Ratio | 1.10 | 1.23 | 89% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 5.177 | 3.373 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 872M | 2,833% |
| Annual Yield % from dividends | 0.60 | 1.16 | 51% |
| Returns for 1 year | 4.79 | -4.14 | -116% |
| Returns for 3 years | 11.22 | -5.50 | -204% |
| Returns for 5 years | 22.28 | -16.16 | -138% |
| Returns for 10 years | 76.80 | N/A | - |
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