Interact to see
Advertisement
Advertisement
JVMSX vs NAMAX
JVMSX vs NAMAX Comparison
Open Charts JVMSX vs NAMAX
JHancock Disciplined Value Mid Cap R2
Price$29.29
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.55B
Columbia Select Mid Cap Value Instl
Price$14.37
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets2.48B
JVMSX vs NAMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMSX vs. NAMAX commentary
Aug 20, 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: 23.5B vs. NAMAX (2.48B). NAMAX pays higher dividends than JVMSX: NAMAX (0.91) vs JVMSX (0.41). JVMSX was incepted earlier than NAMAX: JVMSX (13 years) vs NAMAX (24 years). JVMSX (1.26) 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 : 1.67 vs. JVMSX (-0.04). NAMAX return over 5 years is better than : 56.12 vs. JVMSX (49.77).
| JVMSX | NAMAX | JVMSX / NAMAX | |
| Total Expense Ratio | 1.25 | 0.88 | 142% |
| Annual Report Gross Expense Ratio | 1.26 | 0.88 | 143% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 8.579 | 4.864 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 2.48B | 948% |
| Annual Yield % from dividends | 0.41 | 0.91 | 45% |
| Returns for 1 year | -0.04 | 1.67 | -2% |
| Returns for 3 years | 12.54 | 16.29 | 77% |
| Returns for 5 years | 49.77 | 56.12 | 89% |
| Returns for 10 years | 49.42 | -2.81 | -1,758% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ISTIX | 86.02 | 0.33 | +0.39% |
| Macquarie Science and Technology I | |||
| BKLSX | 10.22 | 0.01 | +0.10% |
| BlackRock U.S. Insights Long/Shrt Eq K | |||
| TCMVX | 17.41 | -0.01 | -0.06% |
| Nuveen Mid Cap Value A | |||
| ARIFX | 13.05 | -0.02 | -0.15% |
| Aristotle International Eq I | |||
| IGNIX | 17.96 | -0.10 | -0.55% |
| Macquarie Natural Resources I | |||