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JVMSX vs NAMAX
JVMSX vs NAMAX Comparison
Open Charts JVMSX vs NAMAX
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
Columbia Select Mid Cap Value Instl
Price$14.81
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.59B
JVMSX vs NAMAX Comparison Chart in %
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JVMSX vs. NAMAX commentary
Dec 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 JVMSX is a Hold and NAMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. NAMAX (2.59B). NAMAX pays higher dividends than JVMSX: NAMAX (0.79) 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 : 6.98 vs. JVMSX (2.29). NAMAX return over 5 years is better than : 34.22 vs. JVMSX (22.25).
| 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 | 3.506 | 8.225 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 2.59B | 922% |
| Annual Yield % from dividends | 0.40 | 0.79 | 50% |
| Returns for 1 year | 2.29 | 6.98 | 33% |
| Returns for 3 years | 15.22 | 27.51 | 55% |
| Returns for 5 years | 22.25 | 34.22 | 65% |
| Returns for 10 years | 46.26 | 11.89 | 389% |
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