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JVMSX vs NAMAX
JVMSX vs NAMAX Comparison
Open Charts JVMSX vs NAMAX
JHancock Disciplined Value Mid Cap R2
Price$30.01
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
Columbia Select Mid Cap Value Instl
Price$14.82
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets2.58B
JVMSX vs NAMAX Comparison Chart in %
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JVMSX 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 JVMSX is a Buy and NAMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. NAMAX (2.58B). NAMAX pays higher dividends than JVMSX: NAMAX (0.87) vs JVMSX (0.40). JVMSX was incepted earlier than NAMAX: JVMSX (14 years) vs NAMAX (24 years). JVMSX (1.25) is less costly to investors than NAMAX (0.88). JVMSX is a more actively managed with annual turnover of: 49.00 vs. NAMAX (10.00). JVMSX has a lower initial minimum investment than NAMAX: JVMSX (0) vs NAMAX (2000). NAMAX annual gain was more profitable for investors over the last year : 6.04 vs. JVMSX (4.09). NAMAX return over 5 years is better than : 60.50 vs. JVMSX (54.47).
| JVMSX | NAMAX | JVMSX / NAMAX | |
| Total Expense Ratio | 1.24 | 0.88 | 141% |
| Annual Report Gross Expense Ratio | 1.25 | 0.88 | 142% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 11.936 | 8.148 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 2.58B | 946% |
| Annual Yield % from dividends | 0.40 | 0.87 | 46% |
| Returns for 1 year | 4.09 | 6.04 | 68% |
| Returns for 3 years | 18.75 | 22.53 | 83% |
| Returns for 5 years | 54.47 | 60.50 | 90% |
| Returns for 10 years | 55.37 | 0.88 | 6,316% |
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