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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
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.1B vs. TOTRX (788M). 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 : 9.78 vs. TOTRX (-0.21). JVMAX return over 5 years is better than : 17.02 vs. TOTRX (-20.25).
| 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 | 17.152 | 12.897 | 133% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 788M | 3,058% |
| Annual Yield % from dividends | 0.48 | 1.11 | 43% |
| Returns for 1 year | 9.78 | -0.21 | -4,682% |
| Returns for 3 years | 25.36 | 6.99 | 363% |
| Returns for 5 years | 17.02 | -20.25 | -84% |
| Returns for 10 years | 55.69 | N/A | - |
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