Interact to see
Advertisement
Advertisement
JVMTX vs TOTTX
JVMTX vs TOTTX Comparison
Open Charts JVMTX vs TOTTX
JVMTX vs TOTTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. TOTTX commentary
Jun 24, 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 TOTTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.9B vs. TOTTX (739M). TOTTX pays higher dividends than JVMTX: TOTTX (1.65) vs JVMTX (0.59). JVMTX was incepted earlier than TOTTX: JVMTX (13 years) vs TOTTX (12 years). JVMTX (1.10) is less costly to investors than TOTTX (0.75). TOTTX is a more actively managed with annual turnover of: 59.00 vs. JVMTX (48.00). JVMTX (0) and TOTTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 7.80 vs. TOTTX (-5.58). JVMTX return over 5 years is better than : 10.29 vs. TOTTX (-25.54).
| JVMTX | TOTTX | JVMTX / TOTTX | |
| Total Expense Ratio | 0.99 | 0.75 | 132% |
| Annual Report Gross Expense Ratio | 1.10 | 0.75 | 147% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 8.786 | 1.996 | 440% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 739M | 3,099% |
| Annual Yield % from dividends | 0.59 | 1.65 | 35% |
| Returns for 1 year | 7.80 | -5.58 | -140% |
| Returns for 3 years | 20.97 | 2.36 | 889% |
| Returns for 5 years | 10.29 | -25.54 | -40% |
| Returns for 10 years | 62.20 | -2.50 | -2,490% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement