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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
Jun 04, 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 TOTRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.5B vs. TOTRX (790M). TOTRX pays higher dividends than JVMTX: TOTRX (1.16) vs JVMTX (0.59). 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 (49.00). JVMTX (0) and TOTRX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 6.89 vs. TOTRX (-1.51). JVMTX return over 5 years is better than : 4.06 vs. TOTRX (-27.02).
| 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 | 6.125 | 4.861 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 790M | 2,848% |
| Annual Yield % from dividends | 0.59 | 1.16 | 51% |
| Returns for 1 year | 6.89 | -1.51 | -457% |
| Returns for 3 years | 19.63 | 4.64 | 423% |
| Returns for 5 years | 4.06 | -27.02 | -15% |
| Returns for 10 years | 52.13 | N/A | - |
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