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JVMRX vs NAMAX
JVMRX vs NAMAX Comparison
Open Charts JVMRX vs NAMAX
JHancock Disciplined Value Mid Cap R6
Price$30.12
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
Columbia Select Mid Cap Value Instl
Price$14.85
Change+$0.20 (+1.37%)
VolumeN/A
Net Assets2.52B
JVMRX vs NAMAX Comparison Chart in %
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JVMRX vs. NAMAX commentary
Sep 28, 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: 24.2B vs. NAMAX (2.52B). NAMAX (0.87) and JVMRX (0.84) 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 : 0.84 vs. JVMRX (-0.78). NAMAX return over 5 years is better than : 66.35 vs. JVMRX (62.54).
| 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 | 11.804 | 8.591 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 2.52B | 960% |
| Annual Yield % from dividends | 0.84 | 0.87 | 97% |
| Returns for 1 year | -0.78 | 0.84 | -93% |
| Returns for 3 years | 35.31 | 40.32 | 88% |
| Returns for 5 years | 62.54 | 66.35 | 94% |
| Returns for 10 years | 66.11 | 6.14 | 1,077% |
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