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JVMRX vs NAMAX
JVMRX vs NAMAX Comparison
Open Charts JVMRX vs NAMAX
JHancock Disciplined Value Mid Cap R6
Price$27.58
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.46B
Columbia Select Mid Cap Value Instl
Price$13.69
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets2.36B
JVMRX vs NAMAX Comparison Chart
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JVMRX vs. NAMAX commentary
Jun 06, 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: 21.5B vs. NAMAX (2.36B). NAMAX pays higher dividends than JVMRX: NAMAX (1.02) vs JVMRX (0.91). JVMRX was incepted earlier than NAMAX: JVMRX (14 years) vs NAMAX (24 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 (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 : -0.77 vs. JVMRX (-3.44). NAMAX return over 5 years is better than : 45.02 vs. JVMRX (40.08).
| 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 | 24 years | - |
| Gain YTD | 2.339 | -0.452 | -517% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 2.36B | 910% |
| Annual Yield % from dividends | 0.91 | 1.02 | 89% |
| Returns for 1 year | -3.44 | -0.77 | 445% |
| Returns for 3 years | 5.97 | 5.59 | 107% |
| Returns for 5 years | 40.08 | 45.02 | 89% |
| Returns for 10 years | 38.60 | -15.95 | -242% |
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