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JVMAX vs NAMAX
JVMAX vs NAMAX Comparison
Open Charts JVMAX vs NAMAX
JHancock Disciplined Value Mid Cap A
Price$23.97
Change-$1.42 (-5.59%)
VolumeN/A
Net Assets21.35B
Columbia Select Mid Cap Value Instl
Price$12.76
Change-$0.77 (-5.69%)
VolumeN/A
Net Assets2.38B
JVMAX vs NAMAX Comparison Chart
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JVMAX vs. NAMAX commentary
Apr 04, 2025
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 Hold and NAMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.4B vs. NAMAX (2.39B). NAMAX pays higher dividends than JVMAX: NAMAX (1.04) vs JVMAX (0.61). JVMAX was incepted earlier than NAMAX: JVMAX (28 years) vs NAMAX (23 years). JVMAX (1.13) is less costly to investors than NAMAX (0.90). JVMAX is a more actively managed with annual turnover of: 47.00 vs. NAMAX (15.00). 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 : -2.35 vs. JVMAX (-8.70). NAMAX return over 5 years is better than : 97.64 vs. JVMAX (86.30).
| JVMAX | NAMAX | JVMAX / NAMAX | |
| Total Expense Ratio | 1.12 | 0.90 | 124% |
| Annual Report Gross Expense Ratio | 1.13 | 0.90 | 126% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | -0.118 | -1.472 | 8% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 2.39B | 897% |
| Annual Yield % from dividends | 0.61 | 1.04 | 59% |
| Returns for 1 year | -8.70 | -2.35 | 370% |
| Returns for 3 years | -2.01 | 1.77 | -113% |
| Returns for 5 years | 86.30 | 97.64 | 88% |
| Returns for 10 years | 28.82 | -17.96 | -160% |
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