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JVMIX vs NAMAX
JVMIX vs NAMAX Comparison
Open Charts JVMIX vs NAMAX
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Columbia Select Mid Cap Value Instl
Price$14.31
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets2.48B
JVMIX vs NAMAX Comparison Chart in %
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JVMIX vs. NAMAX commentary
Jul 27, 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: 23.1B vs. NAMAX (2.48B). NAMAX pays higher dividends than JVMIX: NAMAX (0.92) vs JVMIX (0.78). 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 : 2.03 vs. JVMIX (1.20). NAMAX return over 5 years is better than : 63.13 vs. JVMIX (58.07).
| 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 | 9.314 | 4.426 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2000 | 12,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 2.48B | 931% |
| Annual Yield % from dividends | 0.78 | 0.92 | 84% |
| Returns for 1 year | 1.20 | 2.03 | 59% |
| Returns for 3 years | 21.47 | 24.82 | 87% |
| Returns for 5 years | 58.07 | 63.13 | 92% |
| Returns for 10 years | 50.28 | -6.62 | -760% |
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