Ad is loading...
JVMCX vs TOTFX
JVMCX vs TOTFX Comparison
Open Charts JVMCX vs TOTFX
JHancock Disciplined Value Mid Cap C
Price$23.82
Change-$1.40 (-5.55%)
VolumeN/A
Net Assets21.35B
Transamerica Mid Cap Value Opps R4
Price$10.64
Change-$0.44 (-3.97%)
VolumeN/A
Net Assets1.08B
JVMCX vs TOTFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMCX vs. TOTFX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.4B vs. TOTFX (1.08B). TOTFX pays higher dividends than JVMCX: TOTFX (1.31) 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 : -3.12 vs. JVMCX (-9.44). JVMCX return over 5 years is better than : 81.86 vs. TOTFX (53.43).
| 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 | -0.316 | 2.974 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 1.08B | 1,983% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | -9.44 | -3.12 | 303% |
| Returns for 3 years | -3.54 | -7.83 | 45% |
| Returns for 5 years | 81.86 | 53.43 | 153% |
| Returns for 10 years | 22.51 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PVI | 24.79 | 0.02 | +0.08% |
| Invesco Floating Rate MunicipalIncomeETF | |||
| XLU | 78.92 | -0.50 | -0.63% |
| The Utilities Select Sector SPDR® ETF | |||
| MFDX | 31.47 | -0.38 | -1.20% |
| PIMCO RAFI Dyn Multi-Factor Intl Eq ETF | |||
| HFXI | 26.73 | -0.79 | -2.86% |
| NYLI FTSE International Eq Ccy Netrl ETF | |||
| CVY | 24.63 | -1.00 | -3.90% |
| Invesco Zacks Multi-Asset Income ETF | |||