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JVMIX vs TOTFX
JVMIX vs TOTFX Comparison
Open Charts JVMIX vs TOTFX
JHancock Disciplined Value Mid Cap I
Price$28.78
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets22.24B
Transamerica Mid Cap Value Opps R4
Price$11.31
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets975M
JVMIX vs TOTFX Comparison Chart in %
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JVMIX vs. TOTFX commentary
Jul 18, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.2B vs. TOTFX (975M). TOTFX pays higher dividends than JVMIX: TOTFX (1.28) vs JVMIX (0.78). 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). JVMIX (49.00) and TOTFX (48.00) 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 : -2.14 vs. JVMIX (-3.58). JVMIX return over 5 years is better than : 54.80 vs. TOTFX (15.22).
| 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 | 6.494 | 4.461 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.2B | 975M | 2,277% |
| Annual Yield % from dividends | 0.78 | 1.28 | 61% |
| Returns for 1 year | -3.58 | -2.14 | 167% |
| Returns for 3 years | 22.30 | 2.69 | 829% |
| Returns for 5 years | 54.80 | 15.22 | 360% |
| Returns for 10 years | 43.95 | N/A | - |
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