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JVMTX vs NAMAX
JVMTX vs NAMAX Comparison
Open Charts JVMTX vs NAMAX
JHancock Disciplined Value Mid Cap R4
Price$30.35
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
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JVMTX vs NAMAX Comparison Chart
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JVMTX 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 JVMTX is a Buy and NAMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. NAMAX (2.64B). NAMAX pays higher dividends than JVMTX: NAMAX (0.99) vs JVMTX (0.73). JVMTX was incepted earlier than NAMAX: JVMTX (11 years) vs NAMAX (23 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. NAMAX (30.00). JVMTX has a lower initial minimum investment than NAMAX: JVMTX (0) vs NAMAX (2000). NAMAX annual gain was more profitable for investors over the last year : 27.03 vs. JVMTX (19.27). JVMTX return over 5 years is better than : 43.64 vs. NAMAX (39.45).
| JVMTX | NAMAX | JVMTX / NAMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 11.010 | 14.080 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 2.64B | 887% |
| Annual Yield % from dividends | 0.73 | 0.99 | 74% |
| Returns for 1 year | 19.27 | 27.03 | 71% |
| Returns for 3 years | 13.38 | 15.16 | 88% |
| Returns for 5 years | 43.64 | 39.45 | 111% |
| Returns for 10 years | 63.34 | -14.58 | -434% |
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