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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
Sep 12, 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 Buy and TOTTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.2B vs. TOTTX (752M). TOTTX pays higher dividends than JVMAX: TOTTX (1.55) 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 : 1.59 vs. TOTTX (-6.37). JVMAX return over 5 years is better than : 12.79 vs. TOTTX (-21.26).
| 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 | 12.961 | 8.683 | 149% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 752M | 3,085% |
| Annual Yield % from dividends | 0.48 | 1.55 | 31% |
| Returns for 1 year | 1.59 | -6.37 | -25% |
| Returns for 3 years | 19.13 | 3.98 | 481% |
| Returns for 5 years | 12.79 | -21.26 | -60% |
| Returns for 10 years | 53.32 | -1.40 | -3,816% |
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