Interact to see
Advertisement
Advertisement
JVMSX vs TOTRX
JVMSX vs TOTRX Comparison
Open Charts JVMSX vs TOTRX
JVMSX vs TOTRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMSX vs. TOTRX commentary
Aug 03, 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 TOTRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. TOTRX (775M). TOTRX pays higher dividends than JVMSX: TOTRX (1.11) vs JVMSX (0.34). 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 (48.00). JVMSX (0) and TOTRX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 8.28 vs. TOTRX (-1.06). JVMSX return over 5 years is better than : 13.82 vs. TOTRX (-21.99).
| 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 | 13.988 | 8.929 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 775M | 3,045% |
| Annual Yield % from dividends | 0.34 | 1.11 | 31% |
| Returns for 1 year | 8.28 | -1.06 | -782% |
| Returns for 3 years | 17.35 | 0.11 | 15,684% |
| Returns for 5 years | 13.82 | -21.99 | -63% |
| Returns for 10 years | 57.71 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement