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JVMIX vs TOTFX
JVMIX vs TOTFX Comparison
Open Charts JVMIX vs TOTFX
JVMIX vs TOTFX Comparison Chart in %
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JVMIX vs. TOTFX commentary
Aug 03, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. TOTFX (775M). TOTFX pays higher dividends than JVMIX: TOTFX (1.40) vs JVMIX (0.66). JVMIX was incepted earlier than TOTFX: JVMIX (29 years) vs TOTFX (9 years). TOTFX (1.00) is less costly to investors than JVMIX (0.86). TOTFX is a more actively managed with annual turnover of: 59.00 vs. JVMIX (48.00). 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 : 8.75 vs. TOTFX (-0.75). JVMIX return over 5 years is better than : 15.79 vs. TOTFX (-20.86).
| JVMIX | TOTFX | JVMIX / TOTFX | |
| Total Expense Ratio | 0.85 | 0.90 | 94% |
| Annual Report Gross Expense Ratio | 0.86 | 1.00 | 86% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 14.270 | 9.010 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 775M | 3,045% |
| Annual Yield % from dividends | 0.66 | 1.40 | 47% |
| Returns for 1 year | 8.75 | -0.75 | -1,166% |
| Returns for 3 years | 18.93 | 1.11 | 1,711% |
| Returns for 5 years | 15.79 | -20.86 | -76% |
| Returns for 10 years | 62.51 | N/A | - |
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