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JVMTX vs NAMAX
JVMTX vs NAMAX Comparison
Open Charts JVMTX vs NAMAX
JHancock Disciplined Value Mid Cap R4
Price$26.63
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
Columbia Select Mid Cap Value Instl
Price$13.37
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets2.33B
JVMTX vs NAMAX Comparison Chart
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JVMTX vs. NAMAX commentary
May 11, 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 JVMTX is a Buy and NAMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.9B vs. NAMAX (2.33B). NAMAX pays higher dividends than JVMTX: NAMAX (1.07) vs JVMTX (0.71). JVMTX was incepted earlier than NAMAX: JVMTX (12 years) vs NAMAX (23 years). JVMTX (1.11) is less costly to investors than NAMAX (0.90). JVMTX is a more actively managed with annual turnover of: 47.00 vs. NAMAX (15.00). 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 : -4.33 vs. JVMTX (-7.79). NAMAX return over 5 years is better than : 63.75 vs. JVMTX (54.21).
| JVMTX | NAMAX | JVMTX / NAMAX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.11 | 0.90 | 123% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | -1.041 | -2.637 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 2.33B | 898% |
| Annual Yield % from dividends | 0.71 | 1.07 | 67% |
| Returns for 1 year | -7.79 | -4.33 | 180% |
| Returns for 3 years | 6.79 | 10.65 | 64% |
| Returns for 5 years | 54.21 | 63.75 | 85% |
| Returns for 10 years | 32.23 | -18.04 | -179% |
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