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JVMRX vs NAMAX
JVMRX vs NAMAX Comparison
Open Charts JVMRX vs NAMAX
JHancock Disciplined Value Mid Cap R6
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
Columbia Select Mid Cap Value Instl
Price$13.37
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets2.33B
JVMRX vs NAMAX Comparison Chart
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JVMRX 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 JVMRX is a Buy and NAMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.9B vs. NAMAX (2.33B). NAMAX pays higher dividends than JVMRX: NAMAX (1.07) vs JVMRX (0.96). JVMRX was incepted earlier than NAMAX: JVMRX (14 years) vs NAMAX (23 years). NAMAX (0.90) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. NAMAX (15.00). 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 : -4.33 vs. JVMRX (-7.52). NAMAX return over 5 years is better than : 63.75 vs. JVMRX (55.51).
| JVMRX | NAMAX | JVMRX / NAMAX | |
| Total Expense Ratio | 0.75 | 0.90 | 83% |
| Annual Report Gross Expense Ratio | 0.76 | 0.90 | 84% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -0.965 | -2.637 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 2.33B | 898% |
| Annual Yield % from dividends | 0.96 | 1.07 | 90% |
| Returns for 1 year | -7.52 | -4.33 | 174% |
| Returns for 3 years | 7.37 | 10.65 | 69% |
| Returns for 5 years | 55.51 | 63.75 | 87% |
| Returns for 10 years | 34.25 | -18.04 | -190% |
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