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JVMAX vs TOTTX
JVMAX vs TOTTX Comparison
Open Charts JVMAX vs TOTTX
JHancock Disciplined Value Mid Cap A
Price$23.97
Change-$1.42 (-5.59%)
VolumeN/A
Net Assets21.35B
Transamerica Mid Cap Value Opps I3
Price$10.58
Change-$0.44 (-3.99%)
VolumeN/A
Net Assets1.08B
JVMAX vs TOTTX Comparison Chart
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JVMAX vs. TOTTX commentary
Apr 05, 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 Hold and TOTTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.4B vs. TOTTX (1.08B). TOTTX pays higher dividends than JVMAX: TOTTX (1.51) vs JVMAX (0.61). JVMAX was incepted earlier than TOTTX: JVMAX (28 years) vs TOTTX (11 years). JVMAX (1.13) is less costly to investors than TOTTX (0.74). TOTTX (48.00) and JVMAX (47.00) have comparable annual turnover. TOTTX has a lower initial minimum investment than JVMAX: TOTTX (0) vs JVMAX (1000). TOTTX annual gain was more profitable for investors over the last year : -3.03 vs. JVMAX (-8.70). JVMAX return over 5 years is better than : 86.30 vs. TOTTX (53.82).
| JVMAX | TOTTX | JVMAX / TOTTX | |
| Total Expense Ratio | 1.12 | 0.74 | 151% |
| Annual Report Gross Expense Ratio | 1.13 | 0.74 | 153% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | -0.118 | 2.991 | -4% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 1.08B | 1,983% |
| Annual Yield % from dividends | 0.61 | 1.51 | 41% |
| Returns for 1 year | -8.70 | -3.03 | 287% |
| Returns for 3 years | -2.01 | -7.62 | 26% |
| Returns for 5 years | 86.30 | 53.82 | 160% |
| Returns for 10 years | 28.82 | 2.76 | 1,045% |
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