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JVMIX vs TOTRX
JVMIX vs TOTRX Comparison
Open Charts JVMIX vs TOTRX
JHancock Disciplined Value Mid Cap I
Price$27.29
Change-$0.60 (-2.15%)
VolumeN/A
Net Assets21.79B
Transamerica Mid Cap Value Opps R
Price$10.83
Change-$0.28 (-2.52%)
VolumeN/A
Net Assets993.26M
JVMIX vs TOTRX Comparison Chart
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JVMIX vs. TOTRX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.8B vs. TOTRX (993M). TOTRX pays higher dividends than JVMIX: TOTRX (0.90) vs JVMIX (0.85). 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 : -2.61 vs. JVMIX (-4.22). JVMIX return over 5 years is better than : 62.06 vs. TOTRX (23.32).
| JVMIX | TOTRX | JVMIX / TOTRX | |
| Total Expense Ratio | 0.87 | 1.23 | 71% |
| Annual Report Gross Expense Ratio | 0.88 | 1.23 | 72% |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | 3.488 | 3.349 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8B | 993M | 2,195% |
| Annual Yield % from dividends | 0.85 | 0.90 | 94% |
| Returns for 1 year | -4.22 | -2.61 | 162% |
| Returns for 3 years | 13.03 | -3.75 | -348% |
| Returns for 5 years | 62.06 | 23.32 | 266% |
| Returns for 10 years | 36.87 | N/A | - |
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