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JVMRX vs NAMAX
JVMRX vs NAMAX Comparison
Open Charts JVMRX vs NAMAX
JHancock Disciplined Value Mid Cap R6
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
JVMRX vs NAMAX Comparison Chart in %
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JVMRX 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 JVMRX is a StrongBuy and NAMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. NAMAX (2.48B). NAMAX pays higher dividends than JVMRX: NAMAX (0.92) vs JVMRX (0.88). JVMRX was incepted earlier than NAMAX: JVMRX (14 years) vs NAMAX (24 years). NAMAX (0.88) is less costly to investors than JVMRX (0.76). 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 : 2.03 vs. JVMRX (1.28). NAMAX return over 5 years is better than : 63.13 vs. JVMRX (58.56).
| JVMRX | NAMAX | JVMRX / NAMAX | |
| Total Expense Ratio | 0.75 | 0.88 | 85% |
| Annual Report Gross Expense Ratio | 0.76 | 0.88 | 86% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 9.354 | 4.426 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 2.48B | 931% |
| Annual Yield % from dividends | 0.88 | 0.92 | 95% |
| Returns for 1 year | 1.28 | 2.03 | 63% |
| Returns for 3 years | 21.72 | 24.82 | 88% |
| Returns for 5 years | 58.56 | 63.13 | 93% |
| Returns for 10 years | 51.14 | -6.62 | -773% |
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