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JVMTX vs NAMAX
JVMTX vs NAMAX Comparison
Open Charts JVMTX vs NAMAX
JHancock Disciplined Value Mid Cap R4
Price$31.53
Change-$0.31 (-0.97%)
VolumeN/A
CapitalizationN/A
Columbia Select Mid Cap Value Instl
Price$15.08
Change-$0.13 (-0.85%)
VolumeN/A
CapitalizationN/A
JVMTX vs NAMAX Comparison Chart
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JVMTX vs. NAMAX commentary
Nov 15, 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: 24.3B vs. NAMAX (2.67B). 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 : 29.59 vs. JVMTX (23.16). JVMTX return over 5 years is better than : 46.87 vs. NAMAX (40.49).
| 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 | 16.459 | 17.877 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 2.67B | 909% |
| Annual Yield % from dividends | 0.73 | 0.99 | 74% |
| Returns for 1 year | 23.16 | 29.59 | 78% |
| Returns for 3 years | 9.15 | 6.23 | 147% |
| Returns for 5 years | 46.87 | 40.49 | 116% |
| Returns for 10 years | 64.84 | -12.85 | -505% |