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JVMIX vs TOTRX
JVMIX vs TOTRX Comparison
Open Charts JVMIX vs TOTRX
JHancock Disciplined Value Mid Cap I
Price$27.51
Change-$0.48 (-1.71%)
VolumeN/A
Net Assets22.49B
Transamerica Mid Cap Value Opps R
Price$11.06
Change-$0.07 (-0.63%)
VolumeN/A
Net Assets1.1B
JVMIX vs TOTRX Comparison Chart
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JVMIX vs. TOTRX commentary
Feb 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 StrongBuy and TOTRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.5B vs. TOTRX (1.1B). JVMIX pays higher dividends than TOTRX: JVMIX (0.84) vs TOTRX (0.50). JVMIX was incepted earlier than TOTRX: JVMIX (28 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 : -0.07 vs. TOTRX (-0.53). JVMIX return over 5 years is better than : 27.50 vs. TOTRX (-6.14).
| JVMIX | TOTRX | JVMIX / TOTRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | 3.859 | 3.535 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 1.1B | 2,045% |
| Annual Yield % from dividends | 0.84 | 0.50 | 168% |
| Returns for 1 year | -0.07 | -0.53 | 13% |
| Returns for 3 years | 5.61 | -3.57 | -157% |
| Returns for 5 years | 27.50 | -6.14 | -448% |
| Returns for 10 years | 39.92 | N/A | - |
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