Interact to see
Advertisement
Advertisement
JVMSX vs TOTFX
JVMSX vs TOTFX Comparison
Open Charts JVMSX vs TOTFX
JHancock Disciplined Value Mid Cap R2
Price$29.91
Change-$0.08 (-0.27%)
VolumeN/A
Net Assets24.35B
Transamerica Mid Cap Value Opps R4
Price$11.67
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets979.49M
JVMSX vs TOTFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMSX vs. TOTFX commentary
Sep 17, 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 Buy and TOTFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. TOTFX (979M). TOTFX pays higher dividends than JVMSX: TOTFX (1.23) vs JVMSX (0.40). JVMSX was incepted earlier than TOTFX: JVMSX (14 years) vs TOTFX (8 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). JVMSX annual gain was more profitable for investors over the last year : 0.85 vs. TOTFX (-0.61). JVMSX return over 5 years is better than : 52.20 vs. TOTFX (16.45).
| JVMSX | TOTFX | JVMSX / TOTFX | |
| Total Expense Ratio | 1.24 | 0.90 | 138% |
| Annual Report Gross Expense Ratio | 1.25 | 0.99 | 126% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 11.861 | 8.643 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 979M | 2,482% |
| Annual Yield % from dividends | 0.40 | 1.23 | 33% |
| Returns for 1 year | 0.85 | -0.61 | -138% |
| Returns for 3 years | 24.57 | 6.70 | 366% |
| Returns for 5 years | 52.20 | 16.45 | 317% |
| Returns for 10 years | 56.05 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement