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JVMAX vs TOTRX
JVMAX vs TOTRX Comparison
Open Charts JVMAX vs TOTRX
JHancock Disciplined Value Mid Cap A
Price$28.82
Change-$0.19 (-0.65%)
VolumeN/A
CapitalizationN/A
Transamerica Mid Cap Value Opps R
Price$11.87
Change-$0.09 (-0.75%)
VolumeN/A
CapitalizationN/A
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JVMAX vs TOTRX Comparison Chart
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JVMAX vs. TOTRX commentary
Sep 21, 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 Buy and TOTRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. TOTRX (1.25B). JVMAX pays higher dividends than TOTRX: JVMAX (0.67) vs TOTRX (0.50). JVMAX was incepted earlier than TOTRX: JVMAX (27 years) vs TOTRX (8 years). TOTRX is a more actively managed with annual turnover of: 44.00 vs. JVMAX (41.00). TOTRX has a lower initial minimum investment than JVMAX: TOTRX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : 18.94 vs. TOTRX (10.00). JVMAX return over 5 years is better than : 42.03 vs. TOTRX (1.72).
| JVMAX | TOTRX | JVMAX / TOTRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 8 years | - |
| Gain YTD | 10.889 | 7.811 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.25B | 1,878% |
| Annual Yield % from dividends | 0.67 | 0.50 | 133% |
| Returns for 1 year | 18.94 | 10.00 | 189% |
| Returns for 3 years | 12.35 | -15.83 | -78% |
| Returns for 5 years | 42.03 | 1.72 | 2,440% |
| Returns for 10 years | 59.30 | N/A | - |