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JVMAX vs TOTFX
JVMAX vs TOTFX Comparison
Open Charts JVMAX vs TOTFX
JVMAX vs TOTFX Comparison Chart in %
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JVMAX vs. TOTFX commentary
Jun 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 JVMAX is a Buy and TOTFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.7B vs. TOTFX (790M). TOTFX pays higher dividends than JVMAX: TOTFX (1.45) vs JVMAX (0.52). JVMAX was incepted earlier than TOTFX: JVMAX (29 years) vs TOTFX (9 years). JVMAX (1.11) is less costly to investors than TOTFX (1.00). TOTFX is a more actively managed with annual turnover of: 59.00 vs. JVMAX (49.00). 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 : 6.26 vs. TOTFX (-1.11). JVMAX return over 5 years is better than : 1.76 vs. TOTFX (-25.96).
| JVMAX | TOTFX | JVMAX / TOTFX | |
| Total Expense Ratio | 1.10 | 0.90 | 122% |
| Annual Report Gross Expense Ratio | 1.11 | 1.00 | 111% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 6.054 | 4.950 | 122% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.7B | 790M | 2,873% |
| Annual Yield % from dividends | 0.52 | 1.45 | 36% |
| Returns for 1 year | 6.26 | -1.11 | -564% |
| Returns for 3 years | 17.71 | 5.76 | 307% |
| Returns for 5 years | 1.76 | -25.96 | -7% |
| Returns for 10 years | 47.00 | N/A | - |
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