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JVMIX vs TOTFX
JVMIX vs TOTFX Comparison
Open Charts JVMIX vs TOTFX
JHancock Disciplined Value Mid Cap I
Price$30.12
Change-$0.14 (-0.46%)
VolumeN/A
Net Assets24.36B
Transamerica Mid Cap Value Opps R4
Price$11.77
Change-$0.09 (-0.76%)
VolumeN/A
Net Assets982.75M
JVMIX vs TOTFX Comparison Chart in %
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JVMIX vs. TOTFX commentary
Oct 07, 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: 24.4B vs. TOTFX (983M). TOTFX pays higher dividends than JVMIX: TOTFX (1.24) vs JVMIX (0.74). JVMIX was incepted earlier than TOTFX: JVMIX (28 years) vs TOTFX (9 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). TOTFX annual gain was more profitable for investors over the last year : 0.66 vs. JVMIX (-0.68). JVMIX return over 5 years is better than : 52.74 vs. TOTFX (17.01).
| 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 | 9 years | - |
| Gain YTD | 12.282 | 10.223 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 983M | 2,482% |
| Annual Yield % from dividends | 0.74 | 1.24 | 60% |
| Returns for 1 year | -0.68 | 0.66 | -103% |
| Returns for 3 years | 31.09 | 15.14 | 205% |
| Returns for 5 years | 52.74 | 17.01 | 310% |
| Returns for 10 years | 55.73 | N/A | - |
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