JVMIX
Price
$30.24
Change
+$0.34 (+1.14%)
Updated
Dec 20 closing price
TOTFX
Price
$11.78
Change
+$0.16 (+1.38%)
Updated
Dec 20 closing price
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JVMIX vs TOTFX

Header iconJVMIX vs TOTFX Comparison
Open Charts JVMIX vs TOTFXBanner chart's image
JHancock Disciplined Value Mid Cap I
Price$30.24
Change+$0.34 (+1.14%)
VolumeN/A
CapitalizationN/A
Transamerica Mid Cap Value Opps R4
Price$11.78
Change+$0.16 (+1.38%)
VolumeN/A
CapitalizationN/A
JVMIX vs TOTFX Comparison Chart
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JVMIX vs. TOTFX commentary
Dec 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 JVMIX is a Buy and TOTFX is a Buy.

FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 20.3B vs. TOTFX (1.13B). JVMIX (0.84) and TOTFX (0.81) have matching dividends . JVMIX was incepted earlier than TOTFX: JVMIX (28 years) vs TOTFX (8 years). TOTFX is a more actively managed with annual turnover of: 44.00 vs. JVMIX (41.00). 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 : 8.37 vs. JVMIX (0.12). JVMIX return over 5 years is better than : 24.00 vs. TOTFX (0.40).
JVMIXTOTFXJVMIX / TOTFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years8 years-
Gain YTD-0.5746.800-8%
Front LoadN/AN/A-
Min. Initial Investment25000050005,000%
Min. Initial Investment IRAN/AN/A-
Net Assets20.3B1.13B1,801%
Annual Yield % from dividends0.840.81105%
Returns for 1 year0.128.371%
Returns for 3 years2.641.83144%
Returns for 5 years24.000.406,034%
Returns for 10 years40.07N/A-
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