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JVMAX vs TOTFX
JVMAX vs TOTFX Comparison
Open Charts JVMAX vs TOTFX
JHancock Disciplined Value Mid Cap A
Price$27.64
Change-$0.39 (-1.39%)
VolumeN/A
CapitalizationN/A
Transamerica Mid Cap Value Opps R4
Price$11.70
Change-$0.13 (-1.10%)
VolumeN/A
CapitalizationN/A
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JVMAX vs TOTFX Comparison Chart
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JVMAX vs. TOTFX commentary
Sep 08, 2024
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 StrongBuy and TOTFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.3B vs. TOTFX (1.23B). TOTFX pays higher dividends than JVMAX: TOTFX (0.81) vs JVMAX (0.67). JVMAX was incepted earlier than TOTFX: JVMAX (27 years) vs TOTFX (7 years). TOTFX is a more actively managed with annual turnover of: 44.00 vs. JVMAX (41.00). 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 : 13.04 vs. TOTFX (9.45). JVMAX return over 5 years is better than : 39.97 vs. TOTFX (4.87).
| JVMAX | TOTFX | JVMAX / TOTFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 7 years | - |
| Gain YTD | 7.849 | 7.616 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 1.23B | 1,819% |
| Annual Yield % from dividends | 0.67 | 0.81 | 83% |
| Returns for 1 year | 13.04 | 9.45 | 138% |
| Returns for 3 years | 5.09 | -19.34 | -26% |
| Returns for 5 years | 39.97 | 4.87 | 820% |
| Returns for 10 years | 50.17 | N/A | - |
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