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JVMSX vs TOTFX
JVMSX vs TOTFX Comparison
Open Charts JVMSX vs TOTFX
JVMSX vs TOTFX Comparison Chart in %
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JVMSX vs. TOTFX commentary
Jul 14, 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: 23.3B vs. TOTFX (757M). TOTFX pays higher dividends than JVMSX: TOTFX (1.47) vs JVMSX (0.35). 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 : 5.76 vs. TOTFX (-5.25). JVMSX return over 5 years is better than : 11.93 vs. TOTFX (-22.74).
| 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 | 11.534 | 5.545 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 757M | 3,078% |
| Annual Yield % from dividends | 0.35 | 1.47 | 24% |
| Returns for 1 year | 5.76 | -5.25 | -110% |
| Returns for 3 years | 16.25 | -0.16 | -9,883% |
| Returns for 5 years | 11.93 | -22.74 | -52% |
| Returns for 10 years | 53.94 | N/A | - |
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