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JVMIX vs NAMAX
JVMIX vs NAMAX Comparison
Open Charts JVMIX vs NAMAX
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Columbia Select Mid Cap Value Instl
Price$13.71
Change-$0.20 (-1.44%)
VolumeN/A
Net Assets2.36B
JVMIX vs NAMAX Comparison Chart
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JVMIX vs. NAMAX commentary
Jun 15, 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 StrongBuy and NAMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. NAMAX (2.36B). NAMAX pays higher dividends than JVMIX: NAMAX (1.02) vs JVMIX (0.80). JVMIX was incepted earlier than NAMAX: JVMIX (28 years) vs NAMAX (24 years). NAMAX (0.90) and JVMIX (0.88) have similar cost to investors . JVMIX is a more actively managed with annual turnover of: 47.00 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 : 0.53 vs. JVMIX (-2.87). NAMAX return over 5 years is better than : 56.48 vs. JVMIX (52.19).
| JVMIX | NAMAX | JVMIX / NAMAX | |
| Total Expense Ratio | 0.87 | 0.90 | 97% |
| Annual Report Gross Expense Ratio | 0.88 | 0.90 | 98% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 2.486 | -0.161 | -1,544% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2000 | 12,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 2.36B | 911% |
| Annual Yield % from dividends | 0.80 | 1.02 | 79% |
| Returns for 1 year | -2.87 | 0.53 | -543% |
| Returns for 3 years | 16.82 | 17.72 | 95% |
| Returns for 5 years | 52.19 | 56.48 | 92% |
| Returns for 10 years | 36.89 | -16.53 | -223% |
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