Interact to see
Advertisement
Advertisement
JVMSX vs TOTFX
JVMSX vs TOTFX Comparison
Open Charts JVMSX vs TOTFX
JVMSX vs TOTFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMSX vs. TOTFX commentary
Jun 24, 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 JVMSX is a Hold and TOTFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.9B vs. TOTFX (739M). TOTFX pays higher dividends than JVMSX: TOTFX (1.45) vs JVMSX (0.36). JVMSX was incepted earlier than TOTFX: JVMSX (14 years) vs TOTFX (9 years). JVMSX (1.25) is less costly to investors than TOTFX (1.00). TOTFX is a more actively managed with annual turnover of: 59.00 vs. JVMSX (48.00). 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 : 7.00 vs. TOTFX (-5.65). JVMSX return over 5 years is better than : 8.54 vs. TOTFX (-25.78).
| JVMSX | TOTFX | JVMSX / TOTFX | |
| Total Expense Ratio | 1.24 | 0.90 | 138% |
| Annual Report Gross Expense Ratio | 1.25 | 1.00 | 125% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 8.971 | 1.881 | 477% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 739M | 3,099% |
| Annual Yield % from dividends | 0.36 | 1.45 | 25% |
| Returns for 1 year | 7.00 | -5.65 | -124% |
| Returns for 3 years | 20.33 | 2.08 | 976% |
| Returns for 5 years | 8.54 | -25.78 | -33% |
| Returns for 10 years | 59.59 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement