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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
Sep 13, 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: 23.2B vs. TOTFX (752M). TOTFX pays higher dividends than JVMTX: TOTFX (1.36) vs JVMTX (0.54). 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 : 2.20 vs. TOTFX (-6.44). JVMTX return over 5 years is better than : 15.32 vs. TOTFX (-21.49).
| 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 | 13.051 | 8.515 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 752M | 3,085% |
| Annual Yield % from dividends | 0.54 | 1.36 | 40% |
| Returns for 1 year | 2.20 | -6.44 | -34% |
| Returns for 3 years | 21.01 | 3.67 | 572% |
| Returns for 5 years | 15.32 | -21.49 | -71% |
| Returns for 10 years | 58.64 | N/A | - |
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