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JVMIX vs TOTFX
JVMIX vs TOTFX Comparison
Open Charts JVMIX vs TOTFX
JHancock Disciplined Value Mid Cap I
Price$30.24
Change+$0.34 (+1.14%)
VolumeN/A
CapitalizationN/A
Transamerica Mid Cap Value Opps R4
Price$11.78
Change+$0.16 (+1.38%)
VolumeN/A
CapitalizationN/A
JVMIX vs TOTFX Comparison Chart
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JVMIX vs. TOTFX commentary
Dec 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 20.3B vs. TOTFX (1.13B). JVMIX (0.84) and TOTFX (0.81) have matching dividends . JVMIX was incepted earlier than TOTFX: JVMIX (28 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). TOTFX annual gain was more profitable for investors over the last year : 8.37 vs. JVMIX (0.12). JVMIX return over 5 years is better than : 24.00 vs. TOTFX (0.40).
| JVMIX | TOTFX | JVMIX / TOTFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | -0.574 | 6.800 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.3B | 1.13B | 1,801% |
| Annual Yield % from dividends | 0.84 | 0.81 | 105% |
| Returns for 1 year | 0.12 | 8.37 | 1% |
| Returns for 3 years | 2.64 | 1.83 | 144% |
| Returns for 5 years | 24.00 | 0.40 | 6,034% |
| Returns for 10 years | 40.07 | N/A | - |
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