JVMAX
Price
$28.79
Change
+$0.02 (+0.07%)
Updated
Jul 13 closing price
Net Assets
23.28B
TOTTX
Price
$10.69
Change
+$0.10 (+0.94%)
Updated
Jul 13 closing price
Net Assets
756.62M
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JVMAX vs TOTTX

JVMAX vs TOTTX Comparison Chart in %
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JVMAX vs. TOTTX commentary
Jul 14, 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.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.3B vs. TOTTX (757M). TOTTX pays higher dividends than JVMAX: TOTTX (1.67) vs JVMAX (0.50). 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 : 5.41 vs. TOTTX (-5.18). JVMAX return over 5 years is better than : 10.76 vs. TOTTX (-22.52).
JVMAXTOTTXJVMAX / TOTTX
Total Expense Ratio1.100.75147%
Annual Report Gross Expense Ratio1.110.75148%
Fund Existence29 years12 years-
Gain YTD11.6415.689205%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.3B757M3,078%
Annual Yield % from dividends0.501.6730%
Returns for 1 year5.41-5.18-105%
Returns for 3 years15.470.207,826%
Returns for 5 years10.76-22.52-48%
Returns for 10 years51.68-3.62-1,427%
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