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JVMIX vs TOTTX
JVMIX vs TOTTX Comparison
Open Charts JVMIX vs TOTTX
JVMIX vs TOTTX Comparison Chart in %
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JVMIX vs. TOTTX 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 TOTTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. TOTTX (775M). TOTTX pays higher dividends than JVMIX: TOTTX (1.59) vs JVMIX (0.66). JVMIX was incepted earlier than TOTTX: JVMIX (29 years) vs TOTTX (12 years). JVMIX (0.86) is less costly to investors than TOTTX (0.75). TOTTX is a more actively managed with annual turnover of: 59.00 vs. JVMIX (48.00). 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 : 8.75 vs. TOTTX (-0.65). JVMIX return over 5 years is better than : 15.79 vs. TOTTX (-20.62).
| JVMIX | TOTTX | JVMIX / TOTTX | |
| Total Expense Ratio | 0.85 | 0.75 | 113% |
| Annual Report Gross Expense Ratio | 0.86 | 0.75 | 115% |
| Fund Existence | 29 years | 12 years | - |
| Gain YTD | 14.270 | 9.182 | 155% |
| 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 | 1.59 | 42% |
| Returns for 1 year | 8.75 | -0.65 | -1,350% |
| Returns for 3 years | 18.93 | 1.39 | 1,357% |
| Returns for 5 years | 15.79 | -20.62 | -77% |
| Returns for 10 years | 62.51 | -0.52 | -11,967% |
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