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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
Jun 04, 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: 22.5B vs. TOTRX (790M). TOTRX pays higher dividends than JVMIX: TOTRX (1.16) vs JVMIX (0.71). 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 (49.00). 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 : 7.06 vs. TOTRX (-1.51). JVMIX return over 5 years is better than : 4.68 vs. TOTRX (-27.02).
| 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 | 6.189 | 4.861 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 790M | 2,848% |
| Annual Yield % from dividends | 0.71 | 1.16 | 61% |
| Returns for 1 year | 7.06 | -1.51 | -468% |
| Returns for 3 years | 20.15 | 4.64 | 434% |
| Returns for 5 years | 4.68 | -27.02 | -17% |
| Returns for 10 years | 53.81 | N/A | - |
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