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NAMAX vs VMVIX
NAMAX vs VMVIX Comparison
Open Charts NAMAX vs VMVIX
Columbia Select Mid Cap Value Instl
Price$12.76
Change-$0.77 (-5.69%)
VolumeN/A
Net Assets2.38B
Vanguard Mid-Cap Value Index Investor
Price$60.96
Change-$2.85 (-4.47%)
VolumeN/A
Net Assets30.85B
NAMAX vs VMVIX Comparison Chart
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NAMAX vs. VMVIX commentary
Apr 04, 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 NAMAX is a Buy and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.8B vs. NAMAX (2.39B). VMVIX pays higher dividends than NAMAX: VMVIX (2.20) vs NAMAX (1.04). NAMAX was incepted earlier than VMVIX: NAMAX (23 years) vs VMVIX (19 years). NAMAX (0.90) is less costly to investors than VMVIX (0.19). VMVIX is a more actively managed with annual turnover of: 22.00 vs. NAMAX (15.00). NAMAX has a lower initial minimum investment than VMVIX: NAMAX (2000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 5.62 vs. NAMAX (-2.35). VMVIX return over 5 years is better than : 116.35 vs. NAMAX (97.64).
| NAMAX | VMVIX | NAMAX / VMVIX | |
| Total Expense Ratio | 0.90 | 0.19 | 474% |
| Annual Report Gross Expense Ratio | 0.90 | 0.19 | 474% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | -1.472 | 0.246 | -597% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 30.8B | 8% |
| Annual Yield % from dividends | 1.04 | 2.20 | 47% |
| Returns for 1 year | -2.35 | 5.62 | -42% |
| Returns for 3 years | 1.77 | 8.94 | 20% |
| Returns for 5 years | 97.64 | 116.35 | 84% |
| Returns for 10 years | -17.96 | 78.45 | -23% |
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