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JVMRX vs NAMAX
JVMRX vs NAMAX Comparison
Open Charts JVMRX vs NAMAX
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
Columbia Select Mid Cap Value Instl
Price$13.78
Change-$0.28 (-1.99%)
VolumeN/A
Net Assets2.45B
JVMRX vs NAMAX Comparison Chart
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JVMRX vs. NAMAX commentary
Feb 23, 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 JVMRX is a StrongBuy and NAMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. NAMAX (2.46B). NAMAX pays higher dividends than JVMRX: NAMAX (0.99) vs JVMRX (0.93). JVMRX was incepted earlier than NAMAX: JVMRX (13 years) vs NAMAX (23 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. NAMAX (30.00). NAMAX has a lower initial minimum investment than JVMRX: NAMAX (2000) vs JVMRX (1000000). NAMAX annual gain was more profitable for investors over the last year : 3.59 vs. JVMRX (-1.71). JVMRX (25.72) and NAMAX (25.53) have equivalent 5 years return.
| JVMRX | NAMAX | JVMRX / NAMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 2.079 | 0.073 | 2,863% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 2.46B | 916% |
| Annual Yield % from dividends | 0.93 | 0.99 | 94% |
| Returns for 1 year | -1.71 | 3.59 | -48% |
| Returns for 3 years | 4.02 | 6.49 | 62% |
| Returns for 5 years | 25.72 | 25.53 | 101% |
| Returns for 10 years | 38.31 | -16.34 | -234% |
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