JVMIX
Price
$26.22
Change
-$0.50 (-1.87%)
Updated
Mar 10 closing price
Net Assets
21.34B
TOTRX
Price
$11.10
Change
+$0.19 (+1.74%)
Updated
Mar 7 closing price
Net Assets
1.09B
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JVMIX vs TOTRX

Header iconJVMIX vs TOTRX Comparison
Open Charts JVMIX vs TOTRXBanner chart's image
JHancock Disciplined Value Mid Cap I
Price$26.22
Change-$0.50 (-1.87%)
VolumeN/A
Net Assets21.34B
Transamerica Mid Cap Value Opps R
Price$11.10
Change+$0.19 (+1.74%)
VolumeN/A
Net Assets1.09B
JVMIX vs TOTRX Comparison Chart
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JVMIX vs. TOTRX commentary
Mar 11, 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 Buy and TOTRX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.3B vs. TOTRX (1.09B). TOTRX pays higher dividends than JVMIX: TOTRX (0.87) vs JVMIX (0.80). JVMIX was incepted earlier than TOTRX: JVMIX (28 years) vs TOTRX (8 years). TOTRX (1.23) is less costly to investors than JVMIX (0.88). TOTRX (48.00) and JVMIX (47.00) 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 : -1.84 vs. JVMIX (-7.45). JVMIX return over 5 years is better than : 41.51 vs. TOTRX (9.76).
JVMIXTOTRXJVMIX / TOTRX
Total Expense Ratio0.871.2371%
Annual Report Gross Expense Ratio0.881.2372%
Fund Existence28 years8 years-
Gain YTD-0.8533.256-26%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets21.3B1.09B1,956%
Annual Yield % from dividends0.800.8792%
Returns for 1 year-7.45-1.84405%
Returns for 3 years4.58-1.48-310%
Returns for 5 years41.519.76425%
Returns for 10 years37.18N/A-
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