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JVMTX vs TOTFX
JVMTX vs TOTFX Comparison
Open Charts JVMTX vs TOTFX
JVMTX vs TOTFX Comparison Chart in %
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JVMTX vs. TOTFX 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 JVMTX is a Buy and TOTFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.5B vs. TOTFX (790M). TOTFX pays higher dividends than JVMTX: TOTFX (1.45) vs JVMTX (0.59). JVMTX was incepted earlier than TOTFX: JVMTX (13 years) vs TOTFX (9 years). JVMTX (1.10) is less costly to investors than TOTFX (1.00). TOTFX is a more actively managed with annual turnover of: 59.00 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than TOTFX: JVMTX (0) vs TOTFX (5000). JVMTX annual gain was more profitable for investors over the last year : 6.89 vs. TOTFX (-1.11). JVMTX return over 5 years is better than : 4.06 vs. TOTFX (-25.96).
| JVMTX | TOTFX | JVMTX / TOTFX | |
| Total Expense Ratio | 0.99 | 0.90 | 110% |
| Annual Report Gross Expense Ratio | 1.10 | 1.00 | 110% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 6.125 | 4.950 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 790M | 2,848% |
| Annual Yield % from dividends | 0.59 | 1.45 | 40% |
| Returns for 1 year | 6.89 | -1.11 | -622% |
| Returns for 3 years | 19.63 | 5.76 | 340% |
| Returns for 5 years | 4.06 | -25.96 | -16% |
| Returns for 10 years | 52.13 | N/A | - |
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