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JVMIX vs NAMAX
JVMIX vs NAMAX Comparison
Open Charts JVMIX vs NAMAX
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
Columbia Select Mid Cap Value Instl
Price$14.82
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets2.58B
JVMIX vs NAMAX Comparison Chart in %
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JVMIX vs. NAMAX commentary
Sep 09, 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: 24.3B vs. NAMAX (2.58B). NAMAX pays higher dividends than JVMIX: NAMAX (0.87) vs JVMIX (0.74). JVMIX was incepted earlier than NAMAX: JVMIX (28 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 : 6.04 vs. JVMIX (4.56). NAMAX return over 5 years is better than : 60.50 vs. JVMIX (56.64).
| JVMIX | NAMAX | JVMIX / NAMAX | |
| Total Expense Ratio | 0.85 | 0.88 | 97% |
| Annual Report Gross Expense Ratio | 0.86 | 0.88 | 98% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 12.245 | 8.148 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2000 | 12,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 2.58B | 942% |
| Annual Yield % from dividends | 0.74 | 0.87 | 85% |
| Returns for 1 year | 4.56 | 6.04 | 75% |
| Returns for 3 years | 19.78 | 22.53 | 88% |
| Returns for 5 years | 56.64 | 60.50 | 94% |
| Returns for 10 years | 59.45 | 0.88 | 6,781% |
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