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JVMIX vs TOTFX
JVMIX vs TOTFX Comparison
Open Charts JVMIX vs TOTFX
JHancock Disciplined Value Mid Cap I
Price$30.16
Change-$0.07 (-0.23%)
VolumeN/A
Net AssetsN/A
Transamerica Mid Cap Value Opps R4
Price$11.67
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets979.49M
JVMIX vs TOTFX Comparison Chart in %
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JVMIX vs. TOTFX commentary
Sep 17, 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
TOTFX pays higher dividends than JVMIX: TOTFX (1.23) vs JVMIX (0.74). JVMIX was incepted earlier than TOTFX: JVMIX (28 years) vs TOTFX (8 years). TOTFX (0.99) is less costly to investors than JVMIX (0.86). 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). JVMIX annual gain was more profitable for investors over the last year : 1.30 vs. TOTFX (-0.61). JVMIX return over 5 years is better than : 54.27 vs. TOTFX (16.45).
| JVMIX | TOTFX | JVMIX / TOTFX | |
| Total Expense Ratio | 0.85 | 0.90 | 94% |
| Annual Report Gross Expense Ratio | 0.86 | 0.99 | 87% |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | 12.171 | 8.643 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 979M | - |
| Annual Yield % from dividends | 0.74 | 1.23 | 61% |
| Returns for 1 year | 1.30 | -0.61 | -211% |
| Returns for 3 years | 25.66 | 6.70 | 383% |
| Returns for 5 years | 54.27 | 16.45 | 330% |
| Returns for 10 years | 60.15 | N/A | - |
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