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JVMIX vs TOTRX
JVMIX vs TOTRX Comparison
Open Charts JVMIX vs TOTRX
JHancock Disciplined Value Mid Cap I
Price$31.37
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
Transamerica Mid Cap Value Opps R
Price$12.01
Change-$0.08 (-0.66%)
VolumeN/A
CapitalizationN/A
JVMIX vs TOTRX Comparison Chart
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JVMIX vs. TOTRX commentary
Nov 18, 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: 23.8B vs. TOTRX (1.23B). 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 : 21.59 vs. TOTRX (12.65). JVMIX return over 5 years is better than : 45.01 vs. TOTRX (1.63).
| 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 | 14.615 | 9.083 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 1.23B | 1,941% |
| Annual Yield % from dividends | 0.84 | 0.50 | 168% |
| Returns for 1 year | 21.59 | 12.65 | 171% |
| Returns for 3 years | 7.53 | -21.02 | -36% |
| Returns for 5 years | 45.01 | 1.63 | 2,761% |
| Returns for 10 years | 62.42 | N/A | - |
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