Ad is loading...
JVMIX vs TOTTX
JVMIX vs TOTTX Comparison
Open Charts JVMIX vs TOTTX
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Transamerica Mid Cap Value Opps I3
Price$11.87
Change-$0.09 (-0.75%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JVMIX vs TOTTX Comparison Chart
Loading...
JVMIX vs. TOTTX commentary
Sep 21, 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 TOTTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. TOTTX (1.25B). TOTTX pays higher dividends than JVMIX: TOTTX (0.96) vs JVMIX (0.84). JVMIX was incepted earlier than TOTTX: JVMIX (27 years) vs TOTTX (10 years). TOTTX is a more actively managed with annual turnover of: 44.00 vs. JVMIX (41.00). TOTTX has a lower initial minimum investment than JVMIX: TOTTX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 19.46 vs. TOTTX (10.44). JVMIX return over 5 years is better than : 44.34 vs. TOTTX (3.23).
| JVMIX | TOTTX | JVMIX / TOTTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 10 years | - |
| Gain YTD | 11.144 | 8.106 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.25B | 1,878% |
| Annual Yield % from dividends | 0.84 | 0.96 | 88% |
| Returns for 1 year | 19.46 | 10.44 | 186% |
| Returns for 3 years | 13.73 | -15.09 | -91% |
| Returns for 5 years | 44.34 | 3.23 | 1,372% |
| Returns for 10 years | 64.87 | 19.98 | 325% |
View a ticker or compare two or three
VS
VS
Ad is loading...