Interact to see
Advertisement
Advertisement
JVMCX vs NAMAX
JVMCX vs NAMAX Comparison
Open Charts JVMCX vs NAMAX
JHancock Disciplined Value Mid Cap C
Price$27.30
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets22.61B
Columbia Select Mid Cap Value Instl
Price$14.09
Change+$0.08 (+0.57%)
VolumeN/A
Net Assets2.46B
JVMCX vs NAMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMCX vs. NAMAX commentary
Jul 07, 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 JVMCX is a StrongBuy and NAMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.6B vs. NAMAX (2.46B). NAMAX pays higher dividends than JVMCX: NAMAX (0.92) vs JVMCX (0.00). JVMCX was incepted earlier than NAMAX: JVMCX (14 years) vs NAMAX (24 years). JVMCX (1.88) is less costly to investors than NAMAX (0.90). JVMCX is a more actively managed with annual turnover of: 47.00 vs. NAMAX (10.00). JVMCX has a lower initial minimum investment than NAMAX: JVMCX (1000) vs NAMAX (2000). NAMAX annual gain was more profitable for investors over the last year : 4.29 vs. JVMCX (1.79). NAMAX return over 5 years is better than : 68.17 vs. JVMCX (55.49).
| JVMCX | NAMAX | JVMCX / NAMAX | |
| Total Expense Ratio | 1.87 | 0.90 | 208% |
| Annual Report Gross Expense Ratio | 1.88 | 0.90 | 209% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 7.905 | 2.821 | 280% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 2.46B | 919% |
| Annual Yield % from dividends | 0.00 | 0.92 | - |
| Returns for 1 year | 1.79 | 4.29 | 42% |
| Returns for 3 years | 20.12 | 27.09 | 74% |
| Returns for 5 years | 55.49 | 68.17 | 81% |
| Returns for 10 years | 35.64 | -8.62 | -414% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CLPAX | 14.01 | 0.18 | +1.30% |
| Catalyst Nasdaq-100 Hedged Equity A | |||
| BDFIX | 35.19 | 0.29 | +0.83% |
| Baron Discovery Institutional | |||
| MIRTX | 34.93 | 0.28 | +0.81% |
| MFS Massachusetts Investors Tr R2 | |||
| BPSIX | 27.08 | 0.21 | +0.78% |
| Boston Partners Small Cap Value II I | |||
| TPVIX | 19.73 | 0.08 | +0.41% |
| Timothy Plan Small Cap Value I | |||