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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
Sep 12, 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: 23.2B vs. TOTRX (752M). TOTRX pays higher dividends than JVMSX: TOTRX (1.09) vs JVMSX (0.34). JVMSX was incepted earlier than TOTRX: JVMSX (15 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 : 1.90 vs. TOTRX (-6.75). JVMSX return over 5 years is better than : 14.00 vs. TOTRX (-22.63).
| JVMSX | TOTRX | JVMSX / TOTRX | |
| Total Expense Ratio | 1.24 | 1.24 | 100% |
| Annual Report Gross Expense Ratio | 1.25 | 1.24 | 101% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 12.852 | 8.333 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 752M | 3,085% |
| Annual Yield % from dividends | 0.34 | 1.09 | 31% |
| Returns for 1 year | 1.90 | -6.75 | -28% |
| Returns for 3 years | 19.98 | 2.57 | 777% |
| Returns for 5 years | 14.00 | -22.63 | -62% |
| Returns for 10 years | 55.68 | N/A | - |
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