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JVMAX vs TOTTX
JVMAX vs TOTTX Comparison
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JVMAX vs TOTTX Comparison Chart in %
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JVMAX vs. TOTTX commentary
Jun 24, 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 TOTTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.9B vs. TOTTX (739M). TOTTX pays higher dividends than JVMAX: TOTTX (1.65) vs JVMAX (0.52). JVMAX was incepted earlier than TOTTX: JVMAX (29 years) vs TOTTX (12 years). JVMAX (1.11) is less costly to investors than TOTTX (0.75). TOTTX is a more actively managed with annual turnover of: 59.00 vs. JVMAX (48.00). 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 : 7.16 vs. TOTTX (-5.58). JVMAX return over 5 years is better than : 7.91 vs. TOTTX (-25.54).
| JVMAX | TOTTX | JVMAX / TOTTX | |
| Total Expense Ratio | 1.10 | 0.75 | 147% |
| Annual Report Gross Expense Ratio | 1.11 | 0.75 | 148% |
| Fund Existence | 29 years | 12 years | - |
| Gain YTD | 8.731 | 1.996 | 437% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 739M | 3,099% |
| Annual Yield % from dividends | 0.52 | 1.65 | 31% |
| Returns for 1 year | 7.16 | -5.58 | -128% |
| Returns for 3 years | 19.12 | 2.36 | 811% |
| Returns for 5 years | 7.91 | -25.54 | -31% |
| Returns for 10 years | 56.81 | -2.50 | -2,274% |
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