JVMSX
Price
$29.70
Change
+$0.06 (+0.20%)
Updated
Aug 26 closing price
Net Assets
24.02B
TOTFX
Price
$11.76
Change
-$0.00 (-0.00%)
Updated
Aug 26 closing price
Net Assets
1B
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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$29.70
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets24.02B
Transamerica Mid Cap Value Opps R4
Price$11.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1B
JVMSX vs TOTFX Comparison Chart in %
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JVMSX vs. TOTFX commentary
Aug 28, 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.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24B vs. TOTFX (1B). TOTFX pays higher dividends than JVMSX: TOTFX (1.28) vs JVMSX (0.41). 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 : -0.73 vs. TOTFX (-1.10). JVMSX return over 5 years is better than : 51.03 vs. TOTFX (15.80).
JVMSXTOTFXJVMSX / TOTFX
Total Expense Ratio1.240.90138%
Annual Report Gross Expense Ratio1.250.99126%
Fund Existence14 years8 years-
Gain YTD10.5569.294114%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets24B1B2,393%
Annual Yield % from dividends0.411.2832%
Returns for 1 year-0.73-1.1066%
Returns for 3 years18.632.58722%
Returns for 5 years51.0315.80323%
Returns for 10 years51.84N/A-
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