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JVMIX vs TOTFX
JVMIX vs TOTFX Comparison
Open Charts JVMIX vs TOTFX
JHancock Disciplined Value Mid Cap I
Price$28.26
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.35B
Transamerica Mid Cap Value Opps R4
Price$11.11
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets1.1B
JVMIX vs TOTFX Comparison Chart
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JVMIX vs. TOTFX commentary
Jan 24, 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 Hold and TOTFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. TOTFX (1.1B). 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). JVMIX annual gain was more profitable for investors over the last year : 5.11 vs. TOTFX (1.99). JVMIX return over 5 years is better than : 29.41 vs. TOTFX (-4.39).
| JVMIX | TOTFX | JVMIX / TOTFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | 4.712 | 2.881 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.1B | 2,131% |
| Annual Yield % from dividends | 0.84 | 0.81 | 105% |
| Returns for 1 year | 5.11 | 1.99 | 257% |
| Returns for 3 years | 6.99 | -3.19 | -219% |
| Returns for 5 years | 29.41 | -4.39 | -670% |
| Returns for 10 years | 47.56 | N/A | - |
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