JVMSX
Price
$28.81
Change
+$0.06 (+0.21%)
Updated
Nov 18 closing price
Net Assets
23.44B
TOTFX
Price
$11.29
Change
+$0.04 (+0.36%)
Updated
Nov 18 closing price
Net Assets
906.83M
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JVMSX vs TOTFX

Header iconJVMSX vs TOTFX Comparison
Open Charts JVMSX vs TOTFXBanner chart's image
JHancock Disciplined Value Mid Cap R2
Price$28.81
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets23.44B
Transamerica Mid Cap Value Opps R4
Price$11.29
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets906.83M
JVMSX vs TOTFX Comparison Chart in %
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JVMSX vs. TOTFX commentary
Nov 20, 2025

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 JVMSX is a Hold and TOTFX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.4B vs. TOTFX (907M). TOTFX pays higher dividends than JVMSX: TOTFX (1.26) vs JVMSX (0.41). JVMSX was incepted earlier than TOTFX: JVMSX (14 years) vs TOTFX (9 years). JVMSX (1.25) is less costly to investors than TOTFX (0.99). JVMSX (49.00) and TOTFX (48.00) have comparable annual turnover. JVMSX has a lower initial minimum investment than TOTFX: JVMSX (0) vs TOTFX (5000). TOTFX annual gain was more profitable for investors over the last year : -6.01 vs. JVMSX (-7.41). JVMSX return over 5 years is better than : 29.76 vs. TOTFX (-1.00).
JVMSXTOTFXJVMSX / TOTFX
Total Expense Ratio1.240.90138%
Annual Report Gross Expense Ratio1.250.99126%
Fund Existence14 years9 years-
Gain YTD7.2364.554159%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.4B907M2,580%
Annual Yield % from dividends0.411.2632%
Returns for 1 year-7.41-6.01123%
Returns for 3 years11.531.96588%
Returns for 5 years29.76-1.00-2,976%
Returns for 10 years41.20N/A-
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