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JVMIX vs NCBVX
JVMIX vs NCBVX Comparison
Open Charts JVMIX vs NCBVX
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
PGIM Quant Solutions Mid-Cap Val C
Price$20.96
Change-$0.13 (-0.62%)
VolumeN/A
Net Assets163.28M
JVMIX vs NCBVX Comparison Chart in %
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JVMIX vs. NCBVX commentary
Aug 18, 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 Buy and NCBVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. NCBVX (163M). NCBVX pays higher dividends than JVMIX: NCBVX (1.00) vs JVMIX (0.76). JVMIX was incepted earlier than NCBVX: JVMIX (28 years) vs NCBVX (27 years). NCBVX (2.81) is less costly to investors than JVMIX (0.88). NCBVX is a more actively managed with annual turnover of: 97.00 vs. JVMIX (49.00). NCBVX has a lower initial minimum investment than JVMIX: NCBVX (1000) vs JVMIX (250000). NCBVX annual gain was more profitable for investors over the last year : 7.61 vs. JVMIX (0.76). NCBVX return over 5 years is better than : 82.80 vs. JVMIX (50.10).
| JVMIX | NCBVX | JVMIX / NCBVX | |
| Total Expense Ratio | 0.87 | 1.95 | 45% |
| Annual Report Gross Expense Ratio | 0.88 | 2.81 | 31% |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | 8.980 | 4.800 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 163M | 14,479% |
| Annual Yield % from dividends | 0.76 | 1.00 | 76% |
| Returns for 1 year | 0.76 | 7.61 | 10% |
| Returns for 3 years | 11.90 | 15.61 | 76% |
| Returns for 5 years | 50.10 | 82.80 | 61% |
| Returns for 10 years | 45.29 | 24.99 | 181% |
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