Interact to see
Advertisement
Advertisement
JVMIX vs NCAVX
JVMIX vs NCAVX Comparison
Open Charts JVMIX vs NCAVX
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
Nuance Concentrated Value Investor
Price$13.37
Change+$1.00 (+8.08%)
VolumeN/A
Net Assets58.36M
JVMIX vs NCAVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. NCAVX commentary
Feb 04, 2026
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 Buy and NCAVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. NCAVX (58.4M). NCAVX pays higher dividends than JVMIX: NCAVX (1.96) vs JVMIX (0.72). JVMIX was incepted earlier than NCAVX: JVMIX (29 years) vs NCAVX (14 years). NCAVX (1.36) is less costly to investors than JVMIX (0.86). NCAVX is a more actively managed with annual turnover of: 105.00 vs. JVMIX (49.00). NCAVX has a lower initial minimum investment than JVMIX: NCAVX (2500) vs JVMIX (250000). NCAVX annual gain was more profitable for investors over the last year : 7.17 vs. JVMIX (4.96). JVMIX return over 5 years is better than : 23.04 vs. NCAVX (-6.49).
| JVMIX | NCAVX | JVMIX / NCAVX | |
| Total Expense Ratio | 0.85 | 1.29 | 66% |
| Annual Report Gross Expense Ratio | 0.86 | 1.36 | 63% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 5.206 | 7.131 | 73% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 58.4M | 42,295% |
| Annual Yield % from dividends | 0.72 | 1.96 | 37% |
| Returns for 1 year | 4.96 | 7.17 | 69% |
| Returns for 3 years | 11.72 | 14.14 | 83% |
| Returns for 5 years | 23.04 | -6.49 | -355% |
| Returns for 10 years | 78.79 | 26.03 | 303% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers