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JVMAX vs TOTFX
JVMAX vs TOTFX Comparison
Open Charts JVMAX vs TOTFX
JHancock Disciplined Value Mid Cap A
Price$28.19
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets24.02B
Transamerica Mid Cap Value Opps R4
Price$11.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1B
JVMAX vs TOTFX Comparison Chart in %
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JVMAX vs. TOTFX commentary
Aug 28, 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.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24B vs. TOTFX (1B). 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 (1.11) 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). TOTFX (-1.10) and JVMAX (-1.15) have marching annual gain over last year. JVMAX return over 5 years is better than : 49.90 vs. TOTFX (15.80).
| JVMAX | TOTFX | JVMAX / TOTFX | |
| Total Expense Ratio | 1.10 | 0.90 | 122% |
| Annual Report Gross Expense Ratio | 1.11 | 0.99 | 112% |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | 10.661 | 9.294 | 115% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 1B | 2,393% |
| Annual Yield % from dividends | 0.57 | 1.28 | 44% |
| Returns for 1 year | -1.15 | -1.10 | 104% |
| Returns for 3 years | 17.86 | 2.58 | 692% |
| Returns for 5 years | 49.90 | 15.80 | 316% |
| Returns for 10 years | 49.79 | N/A | - |
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