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JVMTX vs TOTRX
JVMTX vs TOTRX Comparison
Open Charts JVMTX vs TOTRX
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Transamerica Mid Cap Value Opps R
Price$11.87
Change-$0.09 (-0.75%)
VolumeN/A
CapitalizationN/A
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JVMTX vs TOTRX Comparison Chart
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JVMTX vs. TOTRX commentary
Sep 21, 2024
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 TOTRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. TOTRX (1.25B). JVMTX pays higher dividends than TOTRX: JVMTX (0.73) vs TOTRX (0.50). JVMTX was incepted earlier than TOTRX: JVMTX (11 years) vs TOTRX (8 years). TOTRX is a more actively managed with annual turnover of: 44.00 vs. JVMTX (41.00). JVMTX (0) and TOTRX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 19.27 vs. TOTRX (10.00). JVMTX return over 5 years is better than : 43.64 vs. TOTRX (1.72).
| JVMTX | TOTRX | JVMTX / TOTRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 11.010 | 7.811 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.25B | 1,878% |
| Annual Yield % from dividends | 0.73 | 0.50 | 145% |
| Returns for 1 year | 19.27 | 10.00 | 193% |
| Returns for 3 years | 13.38 | -15.83 | -85% |
| Returns for 5 years | 43.64 | 1.72 | 2,533% |
| Returns for 10 years | 63.34 | N/A | - |
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