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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
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.3B vs. TOTFX (757M). TOTFX pays higher dividends than JVMTX: TOTFX (1.47) vs JVMTX (0.56). 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 : 6.05 vs. TOTFX (-5.25). JVMTX return over 5 years is better than : 13.20 vs. TOTFX (-22.74).
| 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 | 11.703 | 5.545 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 757M | 3,078% |
| Annual Yield % from dividends | 0.56 | 1.47 | 38% |
| Returns for 1 year | 6.05 | -5.25 | -115% |
| Returns for 3 years | 17.28 | -0.16 | -10,505% |
| Returns for 5 years | 13.20 | -22.74 | -58% |
| Returns for 10 years | 56.98 | N/A | - |
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