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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
Jun 04, 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 Buy and TOTFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.5B vs. TOTFX (790M). TOTFX pays higher dividends than JVMIX: TOTFX (1.45) vs JVMIX (0.71). 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 (49.00). 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 : 7.06 vs. TOTFX (-1.11). JVMIX return over 5 years is better than : 4.68 vs. TOTFX (-25.96).
| 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 | 6.189 | 4.950 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 790M | 2,848% |
| Annual Yield % from dividends | 0.71 | 1.45 | 49% |
| Returns for 1 year | 7.06 | -1.11 | -636% |
| Returns for 3 years | 20.15 | 5.76 | 350% |
| Returns for 5 years | 4.68 | -25.96 | -18% |
| Returns for 10 years | 53.81 | N/A | - |
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