Interact to see
Advertisement
Advertisement
JVMAX vs TOTRX
JVMAX vs TOTRX Comparison
Open Charts JVMAX vs TOTRX
JHancock Disciplined Value Mid Cap A
Price$28.42
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets24.3B
Transamerica Mid Cap Value Opps R
Price$11.67
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets984.02M
JVMAX vs TOTRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. TOTRX commentary
Sep 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 TOTRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. TOTRX (984M). TOTRX pays higher dividends than JVMAX: TOTRX (0.82) vs JVMAX (0.55). JVMAX was incepted earlier than TOTRX: JVMAX (28 years) vs TOTRX (8 years). TOTRX (1.23) is less costly to investors than JVMAX (1.11). JVMAX (49.00) and TOTRX (48.00) have comparable annual turnover. 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 : 2.01 vs. TOTRX (-0.04). JVMAX return over 5 years is better than : 51.61 vs. TOTRX (14.83).
| JVMAX | TOTRX | JVMAX / TOTRX | |
| Total Expense Ratio | 1.10 | 1.23 | 89% |
| Annual Report Gross Expense Ratio | 1.11 | 1.23 | 90% |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | 11.802 | 8.558 | 138% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 984M | 2,470% |
| Annual Yield % from dividends | 0.55 | 0.82 | 67% |
| Returns for 1 year | 2.01 | -0.04 | -4,724% |
| Returns for 3 years | 23.09 | 4.96 | 466% |
| Returns for 5 years | 51.61 | 14.83 | 348% |
| Returns for 10 years | 52.52 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VDC | 220.35 | 0.66 | +0.30% |
| Vanguard Consumer Staples ETF | |||
| QQH | 71.80 | 0.09 | +0.13% |
| HCM Defender 100 Index ETF | |||
| AVGV | 69.58 | 0.06 | +0.09% |
| Avantis All Equity Markets Value ETF | |||
| NAUG | 28.43 | -0.01 | -0.04% |
| Innovator Growth-100 Pwr Buffr ETF - Aug | |||
| KVLE | 27.15 | -0.06 | -0.21% |
| KraneShares Value Line® Dyn Div Eq ETF | |||