JVMAX
Price
$27.37
Change
-$0.07 (-0.26%)
Updated
Aug 6 closing price
Net Assets
23.06B
TOTFX
Price
$11.24
Change
-$0.04 (-0.35%)
Updated
Aug 6 closing price
Net Assets
967.79M
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JVMAX vs TOTFX

Header iconJVMAX vs TOTFX Comparison
Open Charts JVMAX vs TOTFXBanner chart's image
JHancock Disciplined Value Mid Cap A
Price$27.37
Change-$0.07 (-0.26%)
VolumeN/A
Net Assets23.06B
Transamerica Mid Cap Value Opps R4
Price$11.24
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets967.79M
JVMAX vs TOTFX Comparison Chart in %
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JVMAX vs. TOTFX commentary
Aug 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 JVMAX is a Buy and TOTFX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. TOTFX (968M). TOTFX pays higher dividends than JVMAX: TOTFX (1.28) vs JVMAX (0.57). JVMAX was incepted earlier than TOTFX: JVMAX (28 years) vs TOTFX (8 years). JVMAX (1.13) is less costly to investors than TOTFX (0.99). JVMAX (49.00) and TOTFX (48.00) have comparable annual turnover. JVMAX has a lower initial minimum investment than TOTFX: JVMAX (1000) vs TOTFX (5000). JVMAX annual gain was more profitable for investors over the last year : 2.67 vs. TOTFX (-0.25). JVMAX return over 5 years is better than : 48.41 vs. TOTFX (12.04).
JVMAXTOTFXJVMAX / TOTFX
Total Expense Ratio1.120.90124%
Annual Report Gross Expense Ratio1.130.99114%
Fund Existence28 years8 years-
Gain YTD7.9474.833164%
Front Load5%N/A-
Min. Initial Investment1000500020%
Min. Initial Investment IRAN/AN/A-
Net Assets23.1B968M2,386%
Annual Yield % from dividends0.571.2844%
Returns for 1 year2.67-0.25-1,065%
Returns for 3 years14.78-1.69-875%
Returns for 5 years48.4112.04402%
Returns for 10 years40.75N/A-
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