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JVMIX vs TOTRX
JVMIX vs TOTRX Comparison
Open Charts JVMIX vs TOTRX
JVMIX vs TOTRX Comparison Chart in %
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JVMIX vs. TOTRX commentary
Aug 03, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. TOTRX (775M). TOTRX pays higher dividends than JVMIX: TOTRX (1.11) vs JVMIX (0.66). JVMIX was incepted earlier than TOTRX: JVMIX (29 years) vs TOTRX (9 years). TOTRX (1.24) is less costly to investors than JVMIX (0.86). TOTRX is a more actively managed with annual turnover of: 59.00 vs. JVMIX (48.00). 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 : 8.75 vs. TOTRX (-1.06). JVMIX return over 5 years is better than : 15.79 vs. TOTRX (-21.99).
| JVMIX | TOTRX | JVMIX / TOTRX | |
| Total Expense Ratio | 0.85 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.86 | 1.24 | 69% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 14.270 | 8.929 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 775M | 3,045% |
| Annual Yield % from dividends | 0.66 | 1.11 | 59% |
| Returns for 1 year | 8.75 | -1.06 | -826% |
| Returns for 3 years | 18.93 | 0.11 | 17,106% |
| Returns for 5 years | 15.79 | -21.99 | -72% |
| Returns for 10 years | 62.51 | N/A | - |
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