Interact to see
Advertisement
Advertisement
JVMSX vs TOTTX
JVMSX vs TOTTX Comparison
Open Charts JVMSX vs TOTTX
JVMSX vs TOTTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMSX vs. TOTTX 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 TOTTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.2B vs. TOTTX (752M). TOTTX pays higher dividends than JVMSX: TOTTX (1.55) vs JVMSX (0.34). JVMSX was incepted earlier than TOTTX: JVMSX (15 years) vs TOTTX (12 years). JVMSX (1.25) is less costly to investors than TOTTX (0.75). TOTTX is a more actively managed with annual turnover of: 59.00 vs. JVMSX (48.00). JVMSX (0) and TOTTX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 1.90 vs. TOTTX (-6.37). JVMSX return over 5 years is better than : 14.00 vs. TOTTX (-21.26).
| JVMSX | TOTTX | JVMSX / TOTTX | |
| Total Expense Ratio | 1.24 | 0.75 | 165% |
| Annual Report Gross Expense Ratio | 1.25 | 0.75 | 167% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 12.852 | 8.683 | 148% |
| 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 | 1.55 | 22% |
| Returns for 1 year | 1.90 | -6.37 | -30% |
| Returns for 3 years | 19.98 | 3.98 | 502% |
| Returns for 5 years | 14.00 | -21.26 | -66% |
| Returns for 10 years | 55.68 | -1.40 | -3,985% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement