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JVMIX vs TOTRX
JVMIX vs TOTRX Comparison
Open Charts JVMIX vs TOTRX
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.
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).
| 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 | -0.853 | 3.256 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 1.09B | 1,956% |
| Annual Yield % from dividends | 0.80 | 0.87 | 92% |
| Returns for 1 year | -7.45 | -1.84 | 405% |
| Returns for 3 years | 4.58 | -1.48 | -310% |
| Returns for 5 years | 41.51 | 9.76 | 425% |
| Returns for 10 years | 37.18 | N/A | - |
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