Interact to see
Advertisement
Advertisement
JVMRX vs NAMAX
JVMRX vs NAMAX Comparison
Open Charts JVMRX vs NAMAX
JHancock Disciplined Value Mid Cap R6
Price$30.16
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets24.35B
Columbia Select Mid Cap Value Instl
Price$14.75
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.57B
JVMRX vs NAMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. NAMAX commentary
Sep 18, 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: 24.3B vs. NAMAX (2.57B). NAMAX (0.87) and JVMRX (0.84) 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 : 1.72 vs. JVMRX (0.73). NAMAX (59.14) and JVMRX (56.71) have equivalent 5 years return.
| 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 | 11.990 | 7.787 | 154% |
| 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 | 946% |
| Annual Yield % from dividends | 0.84 | 0.87 | 97% |
| Returns for 1 year | 0.73 | 1.72 | 43% |
| Returns for 3 years | 25.62 | 28.08 | 91% |
| Returns for 5 years | 56.71 | 59.14 | 96% |
| Returns for 10 years | 60.74 | 0.60 | 10,048% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers