Interact to see
Advertisement
Advertisement
JVMAX vs TOTRX
JVMAX vs TOTRX Comparison
Open Charts JVMAX vs TOTRX
JVMAX vs TOTRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. TOTRX commentary
Aug 03, 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 Hold and TOTRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.6B vs. TOTRX (775M). TOTRX pays higher dividends than JVMAX: TOTRX (1.11) vs JVMAX (0.48). JVMAX was incepted earlier than TOTRX: JVMAX (29 years) vs TOTRX (9 years). TOTRX (1.24) is less costly to investors than JVMAX (1.11). TOTRX is a more actively managed with annual turnover of: 59.00 vs. JVMAX (48.00). 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 : 7.92 vs. TOTRX (-1.06). JVMAX return over 5 years is better than : 12.59 vs. TOTRX (-21.99).
| JVMAX | TOTRX | JVMAX / TOTRX | |
| Total Expense Ratio | 1.10 | 1.24 | 89% |
| Annual Report Gross Expense Ratio | 1.11 | 1.24 | 90% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 14.086 | 8.929 | 158% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 775M | 3,045% |
| Annual Yield % from dividends | 0.48 | 1.11 | 43% |
| Returns for 1 year | 7.92 | -1.06 | -748% |
| Returns for 3 years | 16.53 | 0.11 | 14,936% |
| Returns for 5 years | 12.59 | -21.99 | -57% |
| Returns for 10 years | 55.40 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers