Interact to see
Advertisement
Advertisement
JVMTX vs TOTFX
JVMTX vs TOTFX Comparison
Open Charts JVMTX vs TOTFX
JVMTX vs TOTFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. TOTFX commentary
Aug 03, 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: 23.6B vs. TOTFX (775M). 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 : 8.59 vs. TOTFX (-0.75). JVMTX return over 5 years is better than : 15.14 vs. TOTFX (-20.86).
| 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 | 14.182 | 9.010 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 775M | 3,045% |
| Annual Yield % from dividends | 0.55 | 1.40 | 39% |
| Returns for 1 year | 8.59 | -0.75 | -1,145% |
| Returns for 3 years | 18.37 | 1.11 | 1,661% |
| Returns for 5 years | 15.14 | -20.86 | -73% |
| Returns for 10 years | 60.86 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers