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JVMCX vs TOTFX
JVMCX vs TOTFX Comparison
Open Charts JVMCX vs TOTFX
JHancock Disciplined Value Mid Cap C
Price$30.26
Change+$0.29 (+0.97%)
VolumeN/A
CapitalizationN/A
Transamerica Mid Cap Value Opps R4
Price$12.44
Change+$0.11 (+0.89%)
VolumeN/A
CapitalizationN/A
JVMCX vs TOTFX Comparison Chart
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JVMCX vs. TOTFX commentary
Nov 23, 2024
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 JVMCX is a Buy and TOTFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.2B vs. TOTFX (1.25B). TOTFX pays higher dividends than JVMCX: TOTFX (0.81) vs JVMCX (0.01). JVMCX was incepted earlier than TOTFX: JVMCX (13 years) vs TOTFX (8 years). TOTFX is a more actively managed with annual turnover of: 44.00 vs. JVMCX (41.00). JVMCX has a lower initial minimum investment than TOTFX: JVMCX (1000) vs TOTFX (5000). JVMCX annual gain was more profitable for investors over the last year : 20.72 vs. TOTFX (14.32). JVMCX return over 5 years is better than : 42.40 vs. TOTFX (5.29).
| JVMCX | TOTFX | JVMCX / TOTFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 15.625 | 11.786 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.25B | 1,939% |
| Annual Yield % from dividends | 0.01 | 0.81 | 2% |
| Returns for 1 year | 20.72 | 14.32 | 145% |
| Returns for 3 years | 8.17 | -17.43 | -47% |
| Returns for 5 years | 42.40 | 5.29 | 802% |
| Returns for 10 years | 50.63 | N/A | - |
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