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JVMIX vs NAMAX
JVMIX vs NAMAX Comparison
Open Charts JVMIX vs NAMAX
JHancock Disciplined Value Mid Cap I
Price$29.93
Change-$0.19 (-0.63%)
VolumeN/A
Net Assets24.26B
Columbia Select Mid Cap Value Instl
Price$14.93
Change-$0.12 (-0.80%)
VolumeN/A
Net Assets2.57B
JVMIX vs NAMAX Comparison Chart in %
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JVMIX vs. NAMAX commentary
Oct 08, 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 Buy and NAMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. NAMAX (2.57B). NAMAX pays higher dividends than JVMIX: NAMAX (0.81) vs JVMIX (0.74). 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 : 3.10 vs. JVMIX (-0.50). NAMAX return over 5 years is better than : 56.34 vs. JVMIX (49.60).
| 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 | 11.763 | 10.053 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2000 | 12,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 2.57B | 945% |
| Annual Yield % from dividends | 0.74 | 0.81 | 91% |
| Returns for 1 year | -0.50 | 3.10 | -16% |
| Returns for 3 years | 30.48 | 38.04 | 80% |
| Returns for 5 years | 49.60 | 56.34 | 88% |
| Returns for 10 years | 55.01 | 0.84 | 6,561% |
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