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JVMSX vs TOTFX
JVMSX vs TOTFX Comparison
Open Charts JVMSX vs TOTFX
JHancock Disciplined Value Mid Cap R2
Price$28.84
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets23.06B
Transamerica Mid Cap Value Opps R4
Price$11.24
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets967.79M
JVMSX vs TOTFX Comparison Chart in %
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JVMSX vs. TOTFX commentary
Aug 07, 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: 23.1B vs. TOTFX (968M). TOTFX pays higher dividends than JVMSX: TOTFX (1.28) vs JVMSX (0.41). JVMSX was incepted earlier than TOTFX: JVMSX (13 years) vs TOTFX (8 years). JVMSX (1.26) 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 : 3.12 vs. TOTFX (-0.25). JVMSX return over 5 years is better than : 49.55 vs. TOTFX (12.04).
| JVMSX | TOTFX | JVMSX / TOTFX | |
| Total Expense Ratio | 1.25 | 0.90 | 139% |
| Annual Report Gross Expense Ratio | 1.26 | 0.99 | 127% |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 7.870 | 4.833 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 968M | 2,386% |
| Annual Yield % from dividends | 0.41 | 1.28 | 32% |
| Returns for 1 year | 3.12 | -0.25 | -1,244% |
| Returns for 3 years | 15.57 | -1.69 | -921% |
| Returns for 5 years | 49.55 | 12.04 | 411% |
| Returns for 10 years | 42.72 | N/A | - |