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
Sep 13, 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 Buy and TOTFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.2B vs. TOTFX (752M). TOTFX pays higher dividends than JVMSX: TOTFX (1.36) vs JVMSX (0.34). JVMSX was incepted earlier than TOTFX: JVMSX (15 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 : 1.90 vs. TOTFX (-6.44). JVMSX return over 5 years is better than : 14.00 vs. TOTFX (-21.49).
| JVMSX | TOTFX | JVMSX / TOTFX | |
| Total Expense Ratio | 1.24 | 0.90 | 138% |
| Annual Report Gross Expense Ratio | 1.25 | 1.00 | 125% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 12.852 | 8.515 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 752M | 3,085% |
| Annual Yield % from dividends | 0.34 | 1.36 | 25% |
| Returns for 1 year | 1.90 | -6.44 | -30% |
| Returns for 3 years | 19.98 | 3.67 | 544% |
| Returns for 5 years | 14.00 | -21.49 | -65% |
| Returns for 10 years | 55.68 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers