Interact to see
Advertisement
Advertisement
JVMIX vs NCAVX
JVMIX vs NCAVX Comparison
Open Charts JVMIX vs NCAVX
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Nuance Concentrated Value Investor
Price$11.81
Change-$0.18 (-1.50%)
VolumeN/A
Net Assets111.29M
JVMIX vs NCAVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. NCAVX commentary
Jun 16, 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 JVMIX is a StrongBuy and NCAVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. NCAVX (111M). NCAVX pays higher dividends than JVMIX: NCAVX (1.94) vs JVMIX (0.80). JVMIX was incepted earlier than NCAVX: JVMIX (28 years) vs NCAVX (13 years). NCAVX (1.38) is less costly to investors than JVMIX (0.88). NCAVX is a more actively managed with annual turnover of: 88.00 vs. JVMIX (47.00). NCAVX has a lower initial minimum investment than JVMIX: NCAVX (2500) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -2.87 vs. NCAVX (-3.33). JVMIX return over 5 years is better than : 52.19 vs. NCAVX (-4.66).
| JVMIX | NCAVX | JVMIX / NCAVX | |
| Total Expense Ratio | 0.87 | 1.29 | 67% |
| Annual Report Gross Expense Ratio | 0.88 | 1.38 | 64% |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | 2.486 | -3.874 | -64% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 111M | 19,369% |
| Annual Yield % from dividends | 0.80 | 1.94 | 41% |
| Returns for 1 year | -2.87 | -3.33 | 86% |
| Returns for 3 years | 16.82 | -2.96 | -569% |
| Returns for 5 years | 52.19 | -4.66 | -1,120% |
| Returns for 10 years | 36.89 | -6.97 | -529% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement