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JVMIX vs TOTRX
JVMIX vs TOTRX Comparison
Open Charts JVMIX vs TOTRX
JHancock Disciplined Value Mid Cap I
Price$24.94
Change-$0.08 (-0.32%)
VolumeN/A
Net Assets19.74B
Transamerica Mid Cap Value Opps R
Price$10.33
Change-$0.05 (-0.48%)
VolumeN/A
Net Assets954.29M
JVMIX vs TOTRX Comparison Chart
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JVMIX vs. TOTRX commentary
Apr 16, 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 StrongBuy and TOTRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.7B vs. TOTRX (954M). TOTRX pays higher dividends than JVMIX: TOTRX (0.88) vs JVMIX (0.83). 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 : -5.30 vs. JVMIX (-10.67). JVMIX return over 5 years is better than : 57.56 vs. TOTRX (25.82).
| 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 | -7.161 | -3.442 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 954M | 2,065% |
| Annual Yield % from dividends | 0.83 | 0.88 | 94% |
| Returns for 1 year | -10.67 | -5.30 | 201% |
| Returns for 3 years | -6.29 | -14.45 | 44% |
| Returns for 5 years | 57.56 | 25.82 | 223% |
| Returns for 10 years | 25.85 | N/A | - |
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