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JVMAX vs TOTTX
JVMAX vs TOTTX Comparison
Open Charts JVMAX vs TOTTX
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.73B
Transamerica Mid Cap Value Opps I3
Price$10.95
Change-$0.13 (-1.17%)
VolumeN/A
Net Assets987.02M
JVMAX vs TOTTX Comparison Chart
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JVMAX vs. TOTTX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.7B vs. TOTTX (987M). TOTTX pays higher dividends than JVMAX: TOTTX (1.51) vs JVMAX (0.60). 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 : 1.63 vs. JVMAX (-2.54). JVMAX return over 5 years is better than : 50.75 vs. TOTTX (16.98).
| 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 | 3.580 | 3.551 | 101% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 987M | 2,199% |
| Annual Yield % from dividends | 0.60 | 1.51 | 39% |
| Returns for 1 year | -2.54 | 1.63 | -155% |
| Returns for 3 years | 16.43 | 2.14 | 767% |
| Returns for 5 years | 50.75 | 16.98 | 299% |
| Returns for 10 years | 33.14 | 4.23 | 783% |
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