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JVMIX vs NAMAX
JVMIX vs NAMAX Comparison
Open Charts JVMIX vs NAMAX
JHancock Disciplined Value Mid Cap I
Price$29.06
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets23.44B
Columbia Select Mid Cap Value Instl
Price$14.55
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets2.46B
JVMIX vs NAMAX Comparison Chart in %
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JVMIX vs. NAMAX commentary
Nov 20, 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 JVMIX is a Hold and NAMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. NAMAX (2.46B). NAMAX pays higher dividends than JVMIX: NAMAX (0.81) vs JVMIX (0.75). JVMIX was incepted earlier than NAMAX: JVMIX (28 years) vs NAMAX (24 years). NAMAX (0.88) and JVMIX (0.86) have similar cost to investors . JVMIX is a more actively managed with annual turnover of: 49.00 vs. NAMAX (10.00). NAMAX has a lower initial minimum investment than JVMIX: NAMAX (2000) vs JVMIX (250000). NAMAX annual gain was more profitable for investors over the last year : -2.45 vs. JVMIX (-7.00). NAMAX return over 5 years is better than : 37.08 vs. JVMIX (31.58).
| JVMIX | NAMAX | JVMIX / NAMAX | |
| Total Expense Ratio | 0.85 | 0.88 | 97% |
| Annual Report Gross Expense Ratio | 0.86 | 0.88 | 98% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 7.607 | 6.397 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2000 | 12,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 2.46B | 953% |
| Annual Yield % from dividends | 0.75 | 0.81 | 93% |
| Returns for 1 year | -7.00 | -2.45 | 286% |
| Returns for 3 years | 12.51 | 21.65 | 58% |
| Returns for 5 years | 31.58 | 37.08 | 85% |
| Returns for 10 years | 44.83 | -2.70 | -1,663% |
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