Ad is loading...
JVMRX vs NAMAX
JVMRX vs NAMAX Comparison
Open Charts JVMRX vs NAMAX
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Columbia Select Mid Cap Value Instl
Price$14.72
Change-$0.12 (-0.81%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JVMRX vs NAMAX Comparison Chart
Loading...
JVMRX vs. NAMAX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. NAMAX (2.64B). NAMAX pays higher dividends than JVMRX: NAMAX (0.99) vs JVMRX (0.93). JVMRX was incepted earlier than NAMAX: JVMRX (13 years) vs NAMAX (23 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. NAMAX (30.00). 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 : 27.03 vs. JVMRX (19.58). JVMRX return over 5 years is better than : 44.82 vs. NAMAX (39.45).
| JVMRX | NAMAX | JVMRX / NAMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 11.221 | 14.080 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 2.64B | 887% |
| Annual Yield % from dividends | 0.93 | 0.99 | 94% |
| Returns for 1 year | 19.58 | 27.03 | 72% |
| Returns for 3 years | 13.96 | 15.16 | 92% |
| Returns for 5 years | 44.82 | 39.45 | 114% |
| Returns for 10 years | 65.88 | -14.58 | -452% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers