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JVMAX vs TOTRX
JVMAX vs TOTRX Comparison
Open Charts JVMAX vs TOTRX
JVMAX vs TOTRX Comparison Chart in %
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JVMAX vs. TOTRX commentary
Sep 12, 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 TOTRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.2B vs. TOTRX (752M). TOTRX pays higher dividends than JVMAX: TOTRX (1.09) 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 : 1.59 vs. TOTRX (-6.75). JVMAX return over 5 years is better than : 12.79 vs. TOTRX (-22.63).
| 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 | 12.961 | 8.333 | 156% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 752M | 3,085% |
| Annual Yield % from dividends | 0.48 | 1.09 | 44% |
| Returns for 1 year | 1.59 | -6.75 | -24% |
| Returns for 3 years | 19.13 | 2.57 | 744% |
| Returns for 5 years | 12.79 | -22.63 | -57% |
| Returns for 10 years | 53.32 | N/A | - |
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