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JVMSX vs TOTRX
JVMSX vs TOTRX Comparison
Open Charts JVMSX vs TOTRX
JVMSX vs TOTRX Comparison Chart in %
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JVMSX vs. TOTRX commentary
Jun 04, 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 TOTRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.5B vs. TOTRX (790M). TOTRX pays higher dividends than JVMSX: TOTRX (1.16) vs JVMSX (0.36). JVMSX was incepted earlier than TOTRX: JVMSX (14 years) vs TOTRX (9 years). JVMSX (1.25) and TOTRX (1.24) have similar cost to investors . TOTRX is a more actively managed with annual turnover of: 59.00 vs. JVMSX (49.00). JVMSX (0) and TOTRX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 6.60 vs. TOTRX (-1.51). JVMSX return over 5 years is better than : 2.88 vs. TOTRX (-27.02).
| JVMSX | TOTRX | JVMSX / TOTRX | |
| Total Expense Ratio | 1.24 | 1.24 | 100% |
| Annual Report Gross Expense Ratio | 1.25 | 1.24 | 101% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 6.005 | 4.861 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 790M | 2,848% |
| Annual Yield % from dividends | 0.36 | 1.16 | 31% |
| Returns for 1 year | 6.60 | -1.51 | -438% |
| Returns for 3 years | 18.57 | 4.64 | 400% |
| Returns for 5 years | 2.88 | -27.02 | -11% |
| Returns for 10 years | 49.24 | N/A | - |
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