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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
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 TOTRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.3B vs. TOTRX (757M). TOTRX pays higher dividends than JVMTX: TOTRX (1.17) vs JVMTX (0.56). 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 : 6.05 vs. TOTRX (-5.56). JVMTX return over 5 years is better than : 13.20 vs. TOTRX (-23.84).
| 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 | 11.703 | 5.456 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 757M | 3,078% |
| Annual Yield % from dividends | 0.56 | 1.17 | 48% |
| Returns for 1 year | 6.05 | -5.56 | -109% |
| Returns for 3 years | 17.28 | -1.15 | -1,503% |
| Returns for 5 years | 13.20 | -23.84 | -55% |
| Returns for 10 years | 56.98 | N/A | - |
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