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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
Aug 23, 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 Hold and TOTFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.1B vs. TOTFX (788M). TOTFX pays higher dividends than JVMTX: TOTFX (1.40) vs JVMTX (0.55). 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 (48.00). 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 : 10.44 vs. TOTFX (0.19). JVMTX return over 5 years is better than : 19.64 vs. TOTFX (-19.03).
| 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 | 17.244 | 13.069 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 788M | 3,058% |
| Annual Yield % from dividends | 0.55 | 1.40 | 39% |
| Returns for 1 year | 10.44 | 0.19 | 5,571% |
| Returns for 3 years | 27.34 | 8.12 | 337% |
| Returns for 5 years | 19.64 | -19.03 | -103% |
| Returns for 10 years | 61.13 | N/A | - |
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