Interact to see
Advertisement
Advertisement
JVMIX vs TOTRX
JVMIX vs TOTRX Comparison
Open Charts JVMIX vs TOTRX
JHancock Disciplined Value Mid Cap I
Price$29.06
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets23.44B
Transamerica Mid Cap Value Opps R
Price$11.25
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets906.83M
JVMIX vs TOTRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. TOTRX commentary
Nov 20, 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 Hold and TOTRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. TOTRX (907M). TOTRX pays higher dividends than JVMIX: TOTRX (0.85) vs JVMIX (0.75). JVMIX was incepted earlier than TOTRX: JVMIX (28 years) vs TOTRX (9 years). TOTRX (1.23) is less costly to investors than JVMIX (0.86). JVMIX (49.00) and TOTRX (48.00) 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 : -6.29 vs. JVMIX (-7.00). JVMIX return over 5 years is better than : 31.58 vs. TOTRX (-2.13).
| JVMIX | TOTRX | JVMIX / TOTRX | |
| Total Expense Ratio | 0.85 | 1.23 | 69% |
| Annual Report Gross Expense Ratio | 0.86 | 1.23 | 70% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 7.607 | 4.279 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 907M | 2,580% |
| Annual Yield % from dividends | 0.75 | 0.85 | 89% |
| Returns for 1 year | -7.00 | -6.29 | 111% |
| Returns for 3 years | 12.51 | 1.27 | 984% |
| Returns for 5 years | 31.58 | -2.13 | -1,484% |
| Returns for 10 years | 44.83 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement