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JVMIX vs TOTFX
JVMIX vs TOTFX Comparison
Open Charts JVMIX vs TOTFX
JHancock Disciplined Value Mid Cap I
Price$23.82
Change-$0.27 (-1.12%)
VolumeN/A
Net Assets19.09B
Transamerica Mid Cap Value Opps R4
Price$9.97
Change-$0.12 (-1.19%)
VolumeN/A
Net Assets981.14M
JVMIX vs TOTFX Comparison Chart
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JVMIX vs. TOTFX commentary
Apr 08, 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: 19.1B vs. TOTFX (981M). TOTFX pays higher dividends than JVMIX: TOTFX (1.31) vs JVMIX (0.83). 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 : -11.01 vs. JVMIX (-16.82). JVMIX return over 5 years is better than : 70.26 vs. TOTFX (39.72).
| 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 | -10.612 | -6.227 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1B | 981M | 1,947% |
| Annual Yield % from dividends | 0.83 | 1.31 | 63% |
| Returns for 1 year | -16.82 | -11.01 | 153% |
| Returns for 3 years | -9.91 | -15.24 | 65% |
| Returns for 5 years | 70.26 | 39.72 | 177% |
| Returns for 10 years | 20.54 | N/A | - |
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