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JVMIX vs NQVRX
JVMIX vs NQVRX Comparison
Open Charts JVMIX vs NQVRX
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Nuveen Multi Cap Value I
Price$59.88
Change+$0.35 (+0.59%)
VolumeN/A
Net Assets560.5M
JVMIX vs NQVRX Comparison Chart in %
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JVMIX vs. NQVRX commentary
Jul 27, 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 NQVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. NQVRX (560M). NQVRX pays higher dividends than JVMIX: NQVRX (1.46) vs JVMIX (0.78). JVMIX was incepted earlier than NQVRX: JVMIX (28 years) vs NQVRX (28 years). NQVRX (0.92) and JVMIX (0.88) have similar cost to investors . JVMIX is a more actively managed with annual turnover of: 49.00 vs. NQVRX (24.00). NQVRX has a lower initial minimum investment than JVMIX: NQVRX (100000) vs JVMIX (250000). NQVRX annual gain was more profitable for investors over the last year : 15.27 vs. JVMIX (1.20). NQVRX return over 5 years is better than : 134.41 vs. JVMIX (58.07).
| JVMIX | NQVRX | JVMIX / NQVRX | |
| Total Expense Ratio | 0.87 | 0.91 | 96% |
| Annual Report Gross Expense Ratio | 0.88 | 0.92 | 96% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 9.314 | 8.774 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 560M | 4,125% |
| Annual Yield % from dividends | 0.78 | 1.46 | 53% |
| Returns for 1 year | 1.20 | 15.27 | 8% |
| Returns for 3 years | 21.47 | 60.37 | 36% |
| Returns for 5 years | 58.07 | 134.41 | 43% |
| Returns for 10 years | 50.28 | 156.49 | 32% |
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