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JVMSX vs TOTTX
JVMSX vs TOTTX Comparison
Open Charts JVMSX vs TOTTX
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.32B
Transamerica Mid Cap Value Opps I3
Price$11.65
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets987.78M
JVMSX vs TOTTX Comparison Chart in %
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JVMSX vs. TOTTX commentary
Sep 08, 2025
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 TOTTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. TOTTX (988M). TOTTX pays higher dividends than JVMSX: TOTTX (1.41) vs JVMSX (0.40). JVMSX was incepted earlier than TOTTX: JVMSX (14 years) vs TOTTX (11 years). JVMSX (1.25) is less costly to investors than TOTTX (0.74). JVMSX (49.00) and TOTTX (48.00) have comparable annual turnover. JVMSX (0) and TOTTX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 2.46 vs. TOTTX (0.94). JVMSX return over 5 years is better than : 52.77 vs. TOTTX (17.04).
| JVMSX | TOTTX | JVMSX / TOTTX | |
| Total Expense Ratio | 1.24 | 0.74 | 168% |
| Annual Report Gross Expense Ratio | 1.25 | 0.74 | 169% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 11.712 | 9.439 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 988M | 2,460% |
| Annual Yield % from dividends | 0.40 | 1.41 | 28% |
| Returns for 1 year | 2.46 | 0.94 | 262% |
| Returns for 3 years | 23.90 | 6.42 | 372% |
| Returns for 5 years | 52.77 | 17.04 | 310% |
| Returns for 10 years | 54.59 | 14.10 | 387% |