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JVMAX vs NAMAX
JVMAX vs NAMAX Comparison
Open Charts JVMAX vs NAMAX
JHancock Disciplined Value Mid Cap A
Price$28.64
Change+$0.32 (+1.13%)
VolumeN/A
CapitalizationN/A
Columbia Select Mid Cap Value Instl
Price$13.77
Change+$0.18 (+1.32%)
VolumeN/A
CapitalizationN/A
JVMAX vs NAMAX Comparison Chart
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JVMAX vs. NAMAX commentary
Dec 23, 2024
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 JVMAX is a Buy and NAMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.3B vs. NAMAX (2.5B). NAMAX pays higher dividends than JVMAX: NAMAX (0.99) vs JVMAX (0.67). JVMAX was incepted earlier than NAMAX: JVMAX (28 years) vs NAMAX (23 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. NAMAX (30.00). JVMAX has a lower initial minimum investment than NAMAX: JVMAX (1000) vs NAMAX (2000). NAMAX annual gain was more profitable for investors over the last year : 7.77 vs. JVMAX (-0.72). NAMAX return over 5 years is better than : 26.21 vs. JVMAX (21.41).
| JVMAX | NAMAX | JVMAX / NAMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | -1.441 | 6.941 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.3B | 2.5B | 812% |
| Annual Yield % from dividends | 0.67 | 0.99 | 68% |
| Returns for 1 year | -0.72 | 7.77 | -9% |
| Returns for 3 years | 1.07 | 4.53 | 24% |
| Returns for 5 years | 21.41 | 26.21 | 82% |
| Returns for 10 years | 34.67 | -15.62 | -222% |
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