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JVMRX vs NAMAX
JVMRX vs NAMAX Comparison
Open Charts JVMRX vs NAMAX
JHancock Disciplined Value Mid Cap R6
Price$28.44
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets22B
Columbia Select Mid Cap Value Instl
Price$13.79
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.41B
JVMRX vs NAMAX Comparison Chart in %
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JVMRX vs. NAMAX commentary
Jul 01, 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: 22B vs. NAMAX (2.41B). 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: 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 : 2.45 vs. JVMRX (0.86). NAMAX return over 5 years is better than : 70.05 vs. JVMRX (64.46).
| 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 | 5.568 | 0.631 | 882% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22B | 2.41B | 911% |
| Annual Yield % from dividends | 0.91 | 1.02 | 89% |
| Returns for 1 year | 0.86 | 2.45 | 35% |
| Returns for 3 years | 20.09 | 23.74 | 85% |
| Returns for 5 years | 64.46 | 70.05 | 92% |
| Returns for 10 years | 45.69 | -10.45 | -437% |
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