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JVMIX vs TOTRX
JVMIX vs TOTRX Comparison
Open Charts JVMIX vs TOTRX
JHancock Disciplined Value Mid Cap I
Price$27.97
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
Transamerica Mid Cap Value Opps R
Price$11.00
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets1.1B
JVMIX vs TOTRX Comparison Chart
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JVMIX vs. TOTRX commentary
Jan 19, 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: 23.1B 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 : 5.70 vs. TOTRX (2.11). JVMIX return over 5 years is better than : 26.40 vs. TOTRX (-7.39).
| 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 | 3.785 | 2.326 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.1B | 2,108% |
| Annual Yield % from dividends | 0.84 | 0.50 | 168% |
| Returns for 1 year | 5.70 | 2.11 | 271% |
| Returns for 3 years | 1.40 | -7.92 | -18% |
| Returns for 5 years | 26.40 | -7.39 | -357% |
| Returns for 10 years | 48.25 | N/A | - |
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