Interact to see
Advertisement
Advertisement
JVMIX vs TOTRX
JVMIX vs TOTRX Comparison
Open Charts JVMIX vs TOTRX
JVMIX vs TOTRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. TOTRX commentary
Sep 12, 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 Buy and TOTRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. TOTRX (752M). TOTRX pays higher dividends than JVMIX: TOTRX (1.09) vs JVMIX (0.65). 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 : 2.36 vs. TOTRX (-6.75). JVMIX return over 5 years is better than : 16.01 vs. TOTRX (-22.63).
| 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 | 13.178 | 8.333 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 752M | 3,085% |
| Annual Yield % from dividends | 0.65 | 1.09 | 60% |
| Returns for 1 year | 2.36 | -6.75 | -35% |
| Returns for 3 years | 21.56 | 2.57 | 839% |
| Returns for 5 years | 16.01 | -22.63 | -71% |
| Returns for 10 years | 60.41 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement