JVMIX
Price
$28.34
Change
+$0.27 (+0.96%)
Updated
Jun 26 closing price
Net Assets
21.72B
TOTFX
Price
$11.21
Change
+$0.08 (+0.72%)
Updated
Jun 26 closing price
Net Assets
978.69M
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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$28.34
Change+$0.27 (+0.96%)
VolumeN/A
Net Assets21.72B
Transamerica Mid Cap Value Opps R4
Price$11.21
Change+$0.08 (+0.72%)
VolumeN/A
Net Assets978.69M
JVMIX vs TOTFX Comparison Chart in %
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JVMIX vs. TOTFX commentary
Jun 27, 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.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.7B vs. TOTFX (979M). TOTFX pays higher dividends than JVMIX: TOTFX (1.32) vs JVMIX (0.80). 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 : 1.25 vs. JVMIX (-0.56). JVMIX return over 5 years is better than : 61.82 vs. TOTFX (22.01).
JVMIXTOTFXJVMIX / TOTFX
Total Expense Ratio0.870.9097%
Annual Report Gross Expense Ratio0.880.9989%
Fund Existence28 years8 years-
Gain YTD4.1563.439121%
Front LoadN/AN/A-
Min. Initial Investment25000050005,000%
Min. Initial Investment IRAN/AN/A-
Net Assets21.7B979M2,217%
Annual Yield % from dividends0.801.3261%
Returns for 1 year-0.561.25-44%
Returns for 3 years17.160.1610,571%
Returns for 5 years61.8222.01281%
Returns for 10 years43.12N/A-
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