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JVMTX vs TOTTX
JVMTX vs TOTTX Comparison
Open Charts JVMTX vs TOTTX
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Transamerica Mid Cap Value Opps I3
Price$11.41
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.01B
JVMTX vs TOTTX Comparison Chart in %
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JVMTX vs. TOTTX commentary
Jul 07, 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 TOTTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. TOTTX (1.01B). TOTTX pays higher dividends than JVMTX: TOTTX (1.48) vs JVMTX (0.65). JVMTX was incepted earlier than TOTTX: JVMTX (12 years) vs TOTTX (11 years). JVMTX (1.11) is less costly to investors than TOTTX (0.74). TOTTX (48.00) and JVMTX (47.00) have comparable annual turnover. JVMTX (0) and TOTTX (0) have matching initial minimum investment requirements. TOTTX annual gain was more profitable for investors over the last year : 5.23 vs. JVMTX (3.31). JVMTX return over 5 years is better than : 61.96 vs. TOTTX (21.71).
| JVMTX | TOTTX | JVMTX / TOTTX | |
| Total Expense Ratio | 1.00 | 0.74 | 135% |
| Annual Report Gross Expense Ratio | 1.11 | 0.74 | 150% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 8.361 | 6.636 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.01B | 2,240% |
| Annual Yield % from dividends | 0.65 | 1.48 | 44% |
| Returns for 1 year | 3.31 | 5.23 | 63% |
| Returns for 3 years | 23.47 | 4.06 | 578% |
| Returns for 5 years | 61.96 | 21.71 | 285% |
| Returns for 10 years | 46.97 | 8.78 | 535% |
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