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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
Jul 14, 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: 23.3B vs. TOTRX (757M). TOTRX pays higher dividends than JVMAX: TOTRX (1.17) vs JVMAX (0.50). 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 : 5.41 vs. TOTRX (-5.56). JVMAX return over 5 years is better than : 10.76 vs. TOTRX (-23.84).
| 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 | 11.641 | 5.456 | 213% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 757M | 3,078% |
| Annual Yield % from dividends | 0.50 | 1.17 | 43% |
| Returns for 1 year | 5.41 | -5.56 | -97% |
| Returns for 3 years | 15.47 | -1.15 | -1,346% |
| Returns for 5 years | 10.76 | -23.84 | -45% |
| Returns for 10 years | 51.68 | N/A | - |
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