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JVMTX vs NAMAX
JVMTX vs NAMAX Comparison
Open Charts JVMTX vs NAMAX
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Columbia Select Mid Cap Value Instl
Price$14.09
Change+$0.08 (+0.57%)
VolumeN/A
Net Assets2.46B
JVMTX vs NAMAX Comparison Chart in %
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JVMTX vs. NAMAX commentary
Jul 07, 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 JVMTX is a StrongBuy and NAMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. NAMAX (2.46B). NAMAX pays higher dividends than JVMTX: NAMAX (0.92) vs JVMTX (0.65). JVMTX was incepted earlier than NAMAX: JVMTX (12 years) vs NAMAX (24 years). JVMTX (1.11) is less costly to investors than NAMAX (0.90). JVMTX is a more actively managed with annual turnover of: 47.00 vs. NAMAX (10.00). JVMTX has a lower initial minimum investment than NAMAX: JVMTX (0) vs NAMAX (2000). NAMAX annual gain was more profitable for investors over the last year : 4.29 vs. JVMTX (3.31). NAMAX return over 5 years is better than : 68.17 vs. JVMTX (61.96).
| JVMTX | NAMAX | JVMTX / NAMAX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.11 | 0.90 | 123% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 8.361 | 2.821 | 296% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 2.46B | 919% |
| Annual Yield % from dividends | 0.65 | 0.92 | 70% |
| Returns for 1 year | 3.31 | 4.29 | 77% |
| Returns for 3 years | 23.47 | 27.09 | 87% |
| Returns for 5 years | 61.96 | 68.17 | 91% |
| Returns for 10 years | 46.97 | -8.62 | -545% |
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