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JVMIX vs TOTRX
JVMIX vs TOTRX Comparison
Open Charts JVMIX vs TOTRX
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Transamerica Mid Cap Value Opps R
Price$11.87
Change-$0.09 (-0.75%)
VolumeN/A
CapitalizationN/A
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JVMIX vs TOTRX Comparison Chart
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JVMIX vs. TOTRX commentary
Sep 21, 2024
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: 23.4B vs. TOTRX (1.25B). JVMIX pays higher dividends than TOTRX: JVMIX (0.84) vs TOTRX (0.50). JVMIX was incepted earlier than TOTRX: JVMIX (27 years) vs TOTRX (8 years). TOTRX is a more actively managed with annual turnover of: 44.00 vs. JVMIX (41.00). TOTRX has a lower initial minimum investment than JVMIX: TOTRX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 19.46 vs. TOTRX (10.00). JVMIX return over 5 years is better than : 44.34 vs. TOTRX (1.72).
| JVMIX | TOTRX | JVMIX / TOTRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 8 years | - |
| Gain YTD | 11.144 | 7.811 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.25B | 1,878% |
| Annual Yield % from dividends | 0.84 | 0.50 | 168% |
| Returns for 1 year | 19.46 | 10.00 | 195% |
| Returns for 3 years | 13.73 | -15.83 | -87% |
| Returns for 5 years | 44.34 | 1.72 | 2,574% |
| Returns for 10 years | 64.87 | N/A | - |