Interact to see
Advertisement
Advertisement
JVMIX vs NAMAX
JVMIX vs NAMAX Comparison
Open Charts JVMIX vs NAMAX
JHancock Disciplined Value Mid Cap I
Price$29.52
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.55B
Columbia Select Mid Cap Value Instl
Price$14.37
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets2.48B
JVMIX vs NAMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. NAMAX commentary
Aug 20, 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 JVMIX is a Buy and NAMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.5B vs. NAMAX (2.48B). NAMAX pays higher dividends than JVMIX: NAMAX (0.91) vs JVMIX (0.76). JVMIX was incepted earlier than NAMAX: JVMIX (28 years) vs NAMAX (24 years). JVMIX (0.88) and NAMAX (0.88) 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 : 1.67 vs. JVMIX (0.25). NAMAX (56.12) and JVMIX (54.10) have equivalent 5 years return.
| JVMIX | NAMAX | JVMIX / NAMAX | |
| Total Expense Ratio | 0.87 | 0.88 | 99% |
| Annual Report Gross Expense Ratio | 0.88 | 0.88 | 100% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 9.536 | 4.864 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2000 | 12,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 2.48B | 948% |
| Annual Yield % from dividends | 0.76 | 0.91 | 84% |
| Returns for 1 year | 0.25 | 1.67 | 15% |
| Returns for 3 years | 14.26 | 16.29 | 88% |
| Returns for 5 years | 54.10 | 56.12 | 96% |
| Returns for 10 years | 54.28 | -2.81 | -1,931% |
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 % |
| ISTIX | 86.02 | 0.33 | +0.39% |
| Macquarie Science and Technology I | |||
| BKLSX | 10.22 | 0.01 | +0.10% |
| BlackRock U.S. Insights Long/Shrt Eq K | |||
| TCMVX | 17.41 | -0.01 | -0.06% |
| Nuveen Mid Cap Value A | |||
| ARIFX | 13.05 | -0.02 | -0.15% |
| Aristotle International Eq I | |||
| IGNIX | 17.96 | -0.10 | -0.55% |
| Macquarie Natural Resources I | |||