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JVMIX vs TOTFX
JVMIX vs TOTFX Comparison
Open Charts JVMIX vs TOTFX
JHancock Disciplined Value Mid Cap I
Price$27.85
Change+$0.28 (+1.02%)
VolumeN/A
Net Assets21.45B
Transamerica Mid Cap Value Opps R4
Price$11.02
Change+$0.09 (+0.82%)
VolumeN/A
Net Assets967.77M
JVMIX vs TOTFX Comparison Chart
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JVMIX 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 JVMIX is a Buy and TOTFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. TOTFX (968M). TOTFX pays higher dividends than JVMIX: TOTFX (1.32) vs JVMIX (0.80). JVMIX was incepted earlier than TOTFX: JVMIX (28 years) vs TOTFX (8 years). TOTFX (0.99) is less costly to investors than JVMIX (0.88). TOTFX (48.00) and JVMIX (47.00) have comparable annual turnover. TOTFX has a lower initial minimum investment than JVMIX: TOTFX (5000) vs JVMIX (250000). TOTFX annual gain was more profitable for investors over the last year : -1.89 vs. JVMIX (-3.11). JVMIX return over 5 years is better than : 39.58 vs. TOTFX (6.00).
| JVMIX | TOTFX | JVMIX / TOTFX | |
| Total Expense Ratio | 0.87 | 0.90 | 97% |
| Annual Report Gross Expense Ratio | 0.88 | 0.99 | 89% |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | 2.301 | 1.580 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 968M | 2,221% |
| Annual Yield % from dividends | 0.80 | 1.32 | 61% |
| Returns for 1 year | -3.11 | -1.89 | 165% |
| Returns for 3 years | 4.57 | -10.10 | -45% |
| Returns for 5 years | 39.58 | 6.00 | 659% |
| Returns for 10 years | 37.69 | N/A | - |
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