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JVMRX vs NAMAX
JVMRX vs NAMAX Comparison
Open Charts JVMRX vs NAMAX
JHancock Disciplined Value Mid Cap R6
Price$29.94
Change-$0.20 (-0.66%)
VolumeN/A
Net Assets24.26B
Columbia Select Mid Cap Value Instl
Price$14.93
Change-$0.12 (-0.80%)
VolumeN/A
Net Assets2.57B
JVMRX vs NAMAX Comparison Chart in %
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JVMRX 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 JVMRX is a Buy and NAMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. NAMAX (2.57B). JVMRX (0.84) and NAMAX (0.81) 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 (0.75). 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 : 3.10 vs. JVMRX (-0.35). NAMAX return over 5 years is better than : 56.34 vs. JVMRX (50.09).
| JVMRX | NAMAX | JVMRX / NAMAX | |
| Total Expense Ratio | 0.74 | 0.88 | 84% |
| Annual Report Gross Expense Ratio | 0.75 | 0.88 | 85% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 11.878 | 10.053 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 2.57B | 945% |
| Annual Yield % from dividends | 0.84 | 0.81 | 103% |
| Returns for 1 year | -0.35 | 3.10 | -11% |
| Returns for 3 years | 30.79 | 38.04 | 81% |
| Returns for 5 years | 50.09 | 56.34 | 89% |
| Returns for 10 years | 55.99 | 0.84 | 6,678% |
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