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JVMRX vs NAMAX
JVMRX vs NAMAX Comparison
Open Charts JVMRX vs NAMAX
JHancock Disciplined Value Mid Cap R6
Price$28.95
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.18B
Columbia Select Mid Cap Value Instl
Price$14.08
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.43B
JVMRX vs NAMAX Comparison Chart in %
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JVMRX vs. NAMAX commentary
Aug 10, 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: 23.2B vs. NAMAX (2.43B). NAMAX (0.91) and JVMRX (0.86) have matching dividends . JVMRX was incepted earlier than NAMAX: JVMRX (14 years) vs NAMAX (24 years). NAMAX (0.88) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. NAMAX (10.00). 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 : 2.79 vs. JVMRX (1.89). NAMAX return over 5 years is better than : 53.82 vs. JVMRX (50.88).
| JVMRX | NAMAX | JVMRX / NAMAX | |
| Total Expense Ratio | 0.75 | 0.88 | 85% |
| Annual Report Gross Expense Ratio | 0.76 | 0.88 | 86% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 7.275 | 2.675 | 272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 2.43B | 955% |
| Annual Yield % from dividends | 0.86 | 0.91 | 95% |
| Returns for 1 year | 1.89 | 2.79 | 68% |
| Returns for 3 years | 15.75 | 18.03 | 87% |
| Returns for 5 years | 50.88 | 53.82 | 95% |
| Returns for 10 years | 45.08 | -9.03 | -499% |
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