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JVMTX vs TOTRX
JVMTX vs TOTRX Comparison
Open Charts JVMTX vs TOTRX
JVMTX vs TOTRX Comparison Chart in %
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JVMTX vs. TOTRX 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 TOTRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.6B vs. TOTRX (775M). TOTRX pays higher dividends than JVMTX: TOTRX (1.11) vs JVMTX (0.55). JVMTX was incepted earlier than TOTRX: JVMTX (13 years) vs TOTRX (9 years). TOTRX (1.24) is less costly to investors than JVMTX (1.10). TOTRX is a more actively managed with annual turnover of: 59.00 vs. JVMTX (48.00). JVMTX (0) and TOTRX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 8.59 vs. TOTRX (-1.06). JVMTX return over 5 years is better than : 15.14 vs. TOTRX (-21.99).
| JVMTX | TOTRX | JVMTX / TOTRX | |
| Total Expense Ratio | 0.99 | 1.24 | 80% |
| Annual Report Gross Expense Ratio | 1.10 | 1.24 | 89% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 14.182 | 8.929 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 775M | 3,045% |
| Annual Yield % from dividends | 0.55 | 1.11 | 49% |
| Returns for 1 year | 8.59 | -1.06 | -811% |
| Returns for 3 years | 18.37 | 0.11 | 16,605% |
| Returns for 5 years | 15.14 | -21.99 | -69% |
| Returns for 10 years | 60.86 | N/A | - |
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