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JVMRX vs NAMAX
JVMRX vs NAMAX Comparison
Open Charts JVMRX vs NAMAX
JHancock Disciplined Value Mid Cap R6
Price$29.07
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.48B
Columbia Select Mid Cap Value Instl
Price$14.55
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets2.46B
JVMRX vs NAMAX Comparison Chart in %
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JVMRX vs. NAMAX commentary
Nov 20, 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 Hold and NAMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. NAMAX (2.46B). JVMRX (0.85) 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 : -2.45 vs. JVMRX (-6.89). NAMAX return over 5 years is better than : 37.08 vs. JVMRX (32.02).
| 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 | 7.721 | 6.397 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 2.46B | 957% |
| Annual Yield % from dividends | 0.85 | 0.81 | 105% |
| Returns for 1 year | -6.89 | -2.45 | 282% |
| Returns for 3 years | 12.78 | 21.65 | 59% |
| Returns for 5 years | 32.02 | 37.08 | 86% |
| Returns for 10 years | 45.75 | -2.70 | -1,697% |
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