JVMSX
Price
$29.87
Change
+$0.31 (+1.05%)
Updated
Sep 26 closing price
Net Assets
24.25B
NCAVX
Price
$12.20
Change
+$0.09 (+0.74%)
Updated
Sep 26 closing price
Net Assets
77M
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JVMSX vs NCAVX

Header iconJVMSX vs NCAVX Comparison
Open Charts JVMSX vs NCAVXBanner chart's image
JHancock Disciplined Value Mid Cap R2
Price$29.87
Change+$0.31 (+1.05%)
VolumeN/A
Net Assets24.25B
Nuance Concentrated Value Investor
Price$12.20
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets77M
JVMSX vs NCAVX Comparison Chart in %
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JVMSX vs. NCAVX commentary
Sep 28, 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 JVMSX is a Hold and NCAVX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. NCAVX (77M). NCAVX pays higher dividends than JVMSX: NCAVX (0.96) vs JVMSX (0.40). JVMSX was incepted earlier than NCAVX: JVMSX (14 years) vs NCAVX (13 years). NCAVX (1.38) is less costly to investors than JVMSX (1.25). NCAVX is a more actively managed with annual turnover of: 105.00 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than NCAVX: JVMSX (0) vs NCAVX (2500). JVMSX annual gain was more profitable for investors over the last year : -1.31 vs. NCAVX (-10.68). JVMSX return over 5 years is better than : 59.77 vs. NCAVX (0.51).
JVMSXNCAVXJVMSX / NCAVX
Total Expense Ratio1.241.2996%
Annual Report Gross Expense Ratio1.251.3891%
Fund Existence14 years13 years-
Gain YTD11.414-0.625-1,826%
Front LoadN/A5%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets24.2B77M31,429%
Annual Yield % from dividends0.400.9642%
Returns for 1 year-1.31-10.6812%
Returns for 3 years33.819.78346%
Returns for 5 years59.770.5111,763%
Returns for 10 years60.918.94681%
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