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JVMCX vs NAMAX
JVMCX vs NAMAX Comparison
Open Charts JVMCX vs NAMAX
JHancock Disciplined Value Mid Cap C
Price$24.96
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets20.89B
Columbia Select Mid Cap Value Instl
Price$13.37
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets2.33B
JVMCX vs NAMAX Comparison Chart
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JVMCX vs. NAMAX commentary
May 11, 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 JVMCX is a Buy and NAMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 20.9B vs. NAMAX (2.33B). NAMAX pays higher dividends than JVMCX: NAMAX (1.07) vs JVMCX (0.00). JVMCX was incepted earlier than NAMAX: JVMCX (14 years) vs NAMAX (23 years). JVMCX (1.88) is less costly to investors than NAMAX (0.90). JVMCX is a more actively managed with annual turnover of: 47.00 vs. NAMAX (15.00). JVMCX has a lower initial minimum investment than NAMAX: JVMCX (1000) vs NAMAX (2000). NAMAX annual gain was more profitable for investors over the last year : -4.33 vs. JVMCX (-9.17). NAMAX return over 5 years is better than : 63.75 vs. JVMCX (48.07).
| JVMCX | NAMAX | JVMCX / NAMAX | |
| Total Expense Ratio | 1.87 | 0.90 | 208% |
| Annual Report Gross Expense Ratio | 1.88 | 0.90 | 209% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -1.344 | -2.637 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 2.33B | 898% |
| Annual Yield % from dividends | 0.00 | 1.07 | - |
| Returns for 1 year | -9.17 | -4.33 | 212% |
| Returns for 3 years | 3.89 | 10.65 | 36% |
| Returns for 5 years | 48.07 | 63.75 | 75% |
| Returns for 10 years | 22.01 | -18.04 | -122% |
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