Ad is loading...
Ad is loading...
JVMIX vs TOTFX
JVMIX vs TOTFX Comparison
Open Charts JVMIX vs TOTFX
JHancock Disciplined Value Mid Cap I
Price$32.25
Change+$0.32 (+1.00%)
VolumeN/A
CapitalizationN/A
Transamerica Mid Cap Value Opps R4
Price$12.44
Change+$0.11 (+0.89%)
VolumeN/A
CapitalizationN/A
JVMIX vs TOTFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. TOTFX commentary
Nov 23, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. TOTFX (1.25B). JVMIX (0.84) and TOTFX (0.81) have matching dividends . JVMIX was incepted earlier than TOTFX: JVMIX (27 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 : 22.12 vs. TOTFX (14.32). JVMIX return over 5 years is better than : 48.14 vs. TOTFX (5.29).
| JVMIX | TOTFX | JVMIX / TOTFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 8 years | - |
| Gain YTD | 16.661 | 11.786 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.25B | 1,939% |
| Annual Yield % from dividends | 0.84 | 0.81 | 105% |
| Returns for 1 year | 22.12 | 14.32 | 154% |
| Returns for 3 years | 11.06 | -17.43 | -63% |
| Returns for 5 years | 48.14 | 5.29 | 910% |
| Returns for 10 years | 63.69 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...