Interact to see
Advertisement
Advertisement
JVMAX vs TOTTX
JVMAX vs TOTTX Comparison
Open Charts JVMAX vs TOTTX
JHancock Disciplined Value Mid Cap A
Price$28.42
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets24.32B
Transamerica Mid Cap Value Opps I3
Price$11.65
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets987.78M
JVMAX vs TOTTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. TOTTX commentary
Sep 08, 2025
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 TOTTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. TOTTX (988M). TOTTX pays higher dividends than JVMAX: TOTTX (1.41) vs JVMAX (0.55). JVMAX was incepted earlier than TOTTX: JVMAX (28 years) vs TOTTX (11 years). JVMAX (1.11) is less costly to investors than TOTTX (0.74). JVMAX (49.00) and TOTTX (48.00) have comparable annual turnover. TOTTX has a lower initial minimum investment than JVMAX: TOTTX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : 2.01 vs. TOTTX (0.94). JVMAX return over 5 years is better than : 51.61 vs. TOTTX (17.04).
| JVMAX | TOTTX | JVMAX / TOTTX | |
| Total Expense Ratio | 1.10 | 0.74 | 149% |
| Annual Report Gross Expense Ratio | 1.11 | 0.74 | 150% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 11.802 | 9.439 | 125% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 988M | 2,460% |
| Annual Yield % from dividends | 0.55 | 1.41 | 39% |
| Returns for 1 year | 2.01 | 0.94 | 214% |
| Returns for 3 years | 23.09 | 6.42 | 360% |
| Returns for 5 years | 51.61 | 17.04 | 303% |
| Returns for 10 years | 52.52 | 14.10 | 372% |