Interact to see
Advertisement
Advertisement
JVMTX vs TOTRX
JVMTX vs TOTRX Comparison
Open Charts JVMTX vs TOTRX
JVMTX vs TOTRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. TOTRX commentary
Sep 12, 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: 23.2B vs. TOTRX (752M). TOTRX pays higher dividends than JVMTX: TOTRX (1.09) vs JVMTX (0.54). 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 : 2.20 vs. TOTRX (-6.75). JVMTX return over 5 years is better than : 15.32 vs. TOTRX (-22.63).
| 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 | 13.051 | 8.333 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 752M | 3,085% |
| Annual Yield % from dividends | 0.54 | 1.09 | 50% |
| Returns for 1 year | 2.20 | -6.75 | -33% |
| Returns for 3 years | 21.01 | 2.57 | 817% |
| Returns for 5 years | 15.32 | -22.63 | -68% |
| Returns for 10 years | 58.64 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers