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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
Jun 04, 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: 22.7B vs. TOTRX (790M). TOTRX pays higher dividends than JVMAX: TOTRX (1.16) vs JVMAX (0.52). 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 (49.00). 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 : 6.26 vs. TOTRX (-1.51). JVMAX return over 5 years is better than : 1.76 vs. TOTRX (-27.02).
| 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 | 6.054 | 4.861 | 125% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.7B | 790M | 2,873% |
| Annual Yield % from dividends | 0.52 | 1.16 | 45% |
| Returns for 1 year | 6.26 | -1.51 | -415% |
| Returns for 3 years | 17.71 | 4.64 | 381% |
| Returns for 5 years | 1.76 | -27.02 | -7% |
| Returns for 10 years | 47.00 | N/A | - |
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