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JVMAX vs TOTTX
JVMAX vs TOTTX Comparison
Open Charts JVMAX vs TOTTX
JVMAX vs TOTTX Comparison Chart in %
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JVMAX vs. TOTTX commentary
Aug 03, 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: 23.6B vs. TOTTX (775M). TOTTX pays higher dividends than JVMAX: TOTTX (1.59) vs JVMAX (0.48). 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 : 7.92 vs. TOTTX (-0.65). JVMAX return over 5 years is better than : 12.59 vs. TOTTX (-20.62).
| 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 | 14.086 | 9.182 | 153% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 775M | 3,045% |
| Annual Yield % from dividends | 0.48 | 1.59 | 30% |
| Returns for 1 year | 7.92 | -0.65 | -1,222% |
| Returns for 3 years | 16.53 | 1.39 | 1,185% |
| Returns for 5 years | 12.59 | -20.62 | -61% |
| Returns for 10 years | 55.40 | -0.52 | -10,606% |
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