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JVMRX vs NAMAX
JVMRX vs NAMAX Comparison
Open Charts JVMRX vs NAMAX
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
Columbia Select Mid Cap Value Instl
Price$14.69
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets2.5B
JVMRX vs NAMAX Comparison Chart in %
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JVMRX vs. NAMAX commentary
Oct 19, 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 JVMRX is a Hold and NAMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. NAMAX (2.5B). JVMRX (0.84) and NAMAX (0.81) have matching dividends . JVMRX was incepted earlier than NAMAX: JVMRX (14 years) vs NAMAX (24 years). NAMAX (0.88) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. NAMAX (10.00). NAMAX has a lower initial minimum investment than JVMRX: NAMAX (2000) vs JVMRX (1000000). NAMAX annual gain was more profitable for investors over the last year : -1.12 vs. JVMRX (-4.79). NAMAX return over 5 years is better than : 52.44 vs. JVMRX (47.93).
| JVMRX | NAMAX | JVMRX / NAMAX | |
| Total Expense Ratio | 0.74 | 0.88 | 84% |
| Annual Report Gross Expense Ratio | 0.75 | 0.88 | 85% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 9.837 | 7.421 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 2.5B | 955% |
| Annual Yield % from dividends | 0.84 | 0.81 | 103% |
| Returns for 1 year | -4.79 | -1.12 | 430% |
| Returns for 3 years | 25.62 | 31.92 | 80% |
| Returns for 5 years | 47.93 | 52.44 | 91% |
| Returns for 10 years | 52.40 | -1.51 | -3,467% |
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