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NAMAX vs VMVIX
NAMAX vs VMVIX Comparison
Open Charts NAMAX vs VMVIX
Columbia Select Mid Cap Value Instl
Price$14.09
Change+$0.08 (+0.57%)
VolumeN/A
Net Assets2.46B
Vanguard Mid-Cap Value Index Investor
Price$65.92
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets29.95B
NAMAX vs VMVIX Comparison Chart in %
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NAMAX vs. VMVIX 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 NAMAX is a Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. NAMAX (2.46B). VMVIX pays higher dividends than NAMAX: VMVIX (2.14) vs NAMAX (0.92). NAMAX was incepted earlier than VMVIX: NAMAX (24 years) vs VMVIX (19 years). NAMAX (0.90) is less costly to investors than VMVIX (0.19). VMVIX is a more actively managed with annual turnover of: 19.00 vs. NAMAX (10.00). NAMAX has a lower initial minimum investment than VMVIX: NAMAX (2000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 12.13 vs. NAMAX (4.29). VMVIX return over 5 years is better than : 76.99 vs. NAMAX (68.17).
| NAMAX | VMVIX | NAMAX / VMVIX | |
| Total Expense Ratio | 0.90 | 0.19 | 474% |
| Annual Report Gross Expense Ratio | 0.90 | 0.19 | 474% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 2.821 | 3.574 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 29.9B | 8% |
| Annual Yield % from dividends | 0.92 | 2.14 | 43% |
| Returns for 1 year | 4.29 | 12.13 | 35% |
| Returns for 3 years | 27.09 | 28.47 | 95% |
| Returns for 5 years | 68.17 | 76.99 | 89% |
| Returns for 10 years | -8.62 | 88.04 | -10% |
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