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JVMIX vs TOTRX
JVMIX vs TOTRX Comparison
Open Charts JVMIX vs TOTRX
JHancock Disciplined Value Mid Cap I
Price$30.15
Change+$0.22 (+0.74%)
VolumeN/A
Net Assets24.16B
Transamerica Mid Cap Value Opps R
Price$11.66
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets958.56M
JVMIX vs TOTRX Comparison Chart in %
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JVMIX vs. TOTRX commentary
Oct 24, 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 TOTRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. TOTRX (959M). TOTRX pays higher dividends than JVMIX: TOTRX (0.83) vs JVMIX (0.74). JVMIX was incepted earlier than TOTRX: JVMIX (28 years) vs TOTRX (9 years). TOTRX (1.23) is less costly to investors than JVMIX (0.86). JVMIX (49.00) and TOTRX (48.00) have comparable annual turnover. TOTRX has a lower initial minimum investment than JVMIX: TOTRX (0) vs JVMIX (250000). TOTRX annual gain was more profitable for investors over the last year : -1.64 vs. JVMIX (-1.89). JVMIX return over 5 years is better than : 47.30 vs. TOTRX (9.96).
| JVMIX | TOTRX | JVMIX / TOTRX | |
| Total Expense Ratio | 0.85 | 1.23 | 69% |
| Annual Report Gross Expense Ratio | 0.86 | 1.23 | 70% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 11.058 | 8.186 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 959M | 2,523% |
| Annual Yield % from dividends | 0.74 | 0.83 | 89% |
| Returns for 1 year | -1.89 | -1.64 | 116% |
| Returns for 3 years | 25.49 | 10.27 | 248% |
| Returns for 5 years | 47.30 | 9.96 | 475% |
| Returns for 10 years | 52.53 | N/A | - |
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