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JVMIX vs NAMAX
JVMIX vs NAMAX Comparison
Open Charts JVMIX vs NAMAX
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
Columbia Select Mid Cap Value Instl
Price$15.65
Change+$0.88 (+5.96%)
VolumeN/A
Net Assets2.73B
JVMIX vs NAMAX Comparison Chart in %
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JVMIX vs. NAMAX commentary
Feb 04, 2026
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 JVMIX is a Buy and NAMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. NAMAX (2.73B). NAMAX pays higher dividends than JVMIX: NAMAX (0.76) vs JVMIX (0.72). JVMIX was incepted earlier than NAMAX: JVMIX (29 years) vs NAMAX (24 years). NAMAX (0.88) and JVMIX (0.86) have similar cost to investors . JVMIX is a more actively managed with annual turnover of: 49.00 vs. NAMAX (10.00). NAMAX has a lower initial minimum investment than JVMIX: NAMAX (2000) vs JVMIX (250000). NAMAX annual gain was more profitable for investors over the last year : 12.52 vs. JVMIX (4.96). NAMAX return over 5 years is better than : 34.79 vs. JVMIX (23.04).
| JVMIX | NAMAX | JVMIX / NAMAX | |
| Total Expense Ratio | 0.85 | 0.88 | 97% |
| Annual Report Gross Expense Ratio | 0.86 | 0.88 | 98% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 5.206 | 6.899 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2000 | 12,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 2.73B | 905% |
| Annual Yield % from dividends | 0.72 | 0.76 | 95% |
| Returns for 1 year | 4.96 | 12.52 | 40% |
| Returns for 3 years | 11.72 | 24.82 | 47% |
| Returns for 5 years | 23.04 | 34.79 | 66% |
| Returns for 10 years | 78.79 | 33.24 | 237% |
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