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JVMCX vs TOTFX
JVMCX vs TOTFX Comparison
Open Charts JVMCX vs TOTFX
JHancock Disciplined Value Mid Cap C
Price$26.03
Change+$0.25 (+0.97%)
VolumeN/A
Net Assets21.45B
Transamerica Mid Cap Value Opps R4
Price$11.02
Change+$0.09 (+0.82%)
VolumeN/A
Net Assets967.77M
JVMCX vs TOTFX Comparison Chart
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JVMCX vs. TOTFX commentary
Jun 07, 2025
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 Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.5B vs. TOTFX (968M). TOTFX pays higher dividends than JVMCX: TOTFX (1.32) vs JVMCX (0.00). JVMCX was incepted earlier than TOTFX: JVMCX (14 years) vs TOTFX (8 years). JVMCX (1.88) is less costly to investors than TOTFX (0.99). TOTFX (48.00) and JVMCX (47.00) have comparable annual turnover. JVMCX has a lower initial minimum investment than TOTFX: JVMCX (1000) vs TOTFX (5000). TOTFX annual gain was more profitable for investors over the last year : -1.89 vs. JVMCX (-4.66). JVMCX return over 5 years is better than : 33.39 vs. TOTFX (6.00).
| JVMCX | TOTFX | JVMCX / TOTFX | |
| Total Expense Ratio | 1.87 | 0.90 | 208% |
| Annual Report Gross Expense Ratio | 1.88 | 0.99 | 190% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 1.897 | 1.580 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 968M | 2,221% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | -4.66 | -1.89 | 247% |
| Returns for 3 years | 1.47 | -10.10 | -15% |
| Returns for 5 years | 33.39 | 6.00 | 556% |
| Returns for 10 years | 25.96 | N/A | - |
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